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Elevate Wealth Advisory’s Southern Company SO Stock Holding History

Elevate Wealth Advisory’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Sell
14,906
-1,424
-9% -$132K 0.91% 25
2025
Q4 		$1.42M Buy
+16,330
New +$1.49M 0.97% 24
2025
Q3 		– Sell
-6,603
Closed -$606K – 131
2025
Q2 		$606K Buy
6,603
+417
+7% +$37.5K 0.43% 41
2025
Q1 		$569K Sell
6,186
-14
-0.2% -$1.21K 0.4% 44
2024
Q4 		$510K Buy
6,200
+123
+2% +$10.8K 0.38% 42
2024
Q3 		$548K Sell
6,077
-12
-0.2% -$1.02K 0.41% 40
2024
Q2 		$472K Buy
6,089
+2,802
+85% +$212K 0.38% 40
2024
Q1 		$236K Sell
3,287
-7
-0.2% -$483 0.21% 55
2023
Q4 		$231K Buy
+3,294
New +$226K 0.21% 54

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Elevate Wealth Advisory's SO Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Southern Company (SO) stake by 8.7% in Q1 2026, selling an estimated $132K and leaving 14,906 shares worth $1.44M. The position accounts for 0.91% of the portfolio, ranked #25.

Elevate Wealth Advisory first reported a position in SO in Q4 2023 and has held it in 9 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Elevate Wealth Advisory held 14,906 shares of Southern Company worth $1.44M as of Q1 2026.
  • Elevate Wealth Advisory sold 1,424 Southern Company shares in Q1 2026, an estimated $132K.
  • Southern Company made up 0.91% of Elevate Wealth Advisory's portfolio in Q1 2026, its #25 holding.
  • Elevate Wealth Advisory first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.