Elevated Capital Advisors’s Southern Company SO Stock Holding History

Elevated Capital Advisors’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 Q2	$14K	Hold	146	–	–	﹤0.01%	451
2026 Q1	$14.1K	Hold	146	–	–	﹤0.01%	432
2025 Q4	$12.7K	Buy	+146	New	+$13.3K	﹤0.01%	435
2023 Q3	–	Sell	-24,377	Closed	-$1.71M	–	181
2023 Q2	$1.71M	Buy	24,377 +582	+2%	+$41.7K	0.57%	63
2023 Q1	$1.66M	Buy	23,795 +761	+3%	+$51.2K	0.59%	56
2022 Q4	$1.64M	Buy	23,034 +1,680	+8%	+$112K	0.63%	55
2022 Q3	$1.45M	Buy	+21,354	New	+$1.62M	0.57%	56
2022 Q1	$1.43M	Buy	+19,686	New	+$1.33M	0.47%	70
2021 Q3	$1.01M	Buy	+16,276	New	+$1.05M	0.35%	89
2021 Q1	$919K	Sell	13,900 -25	-0.2%	-$1.5K	0.36%	93
2020 Q4	$855K	Sell	13,925 -1,007	-7%	-$60.5K	0.37%	88
2020 Q3	$958K	Sell	14,932 -505	-3%	-$27K	0.45%	73
2020 Q2	$821K	Buy	+15,437	New	+$858K	0.39%	98
2019 Q4	$373K	Buy	+5,857	New	+$363K	0.41%	73
2019 Q1	$740K	Buy	+13,233	New	+$649K	0.49%	72

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Elevated Capital Advisors's SO Position: Q2 2026 in Review

Elevated Capital Advisors held its Southern Company (SO) position steady in Q2 2026 at 146 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Elevated Capital Advisors first reported a position in SO in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.71M in Q2 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Elevated Capital Advisors held 146 shares of Southern Company worth $14K as of Q2 2026.
Elevated Capital Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #451 holding.
Elevated Capital Advisors first reported a position in Southern Company in Q1 2019 and has held it in 15 quarters since.
Elevated Capital Advisors's Southern Company position peaked at $1.71M in Q2 2023.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.