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Elwood & Goetz Wealth Advisory Group’s Southern Company SO Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$502K Buy
5,203
+98
+2% +$9.06K 0.09% 73
2025
Q4 		$445K Sell
5,105
-528
-9% -$48.2K 0.08% 71
2025
Q3 		$534K Sell
5,633
-397
-7% -$37.1K 0.1% 63
2025
Q2 		$554K Hold
6,030
– – 0.12% 50
2025
Q1 		$554K Sell
6,030
-181
-3% -$15.7K 0.14% 43
2024
Q4 		$511K Buy
6,211
+352
+6% +$30.9K 0.12% 52
2024
Q3 		$528K Sell
5,859
-493
-8% -$42.1K 0.13% 50
2024
Q2 		$493K Buy
6,352
+128
+2% +$9.7K 0.14% 43
2024
Q1 		$447K Buy
6,224
+541
+10% +$37.3K 0.11% 53
2023
Q4 		$399K Buy
5,683
+94
+2% +$6.46K 0.08% 55
2023
Q3 		$362K Buy
5,589
+67
+1% +$4.65K 0.08% 55
2023
Q2 		$388K Buy
5,522
+6
+0.1% +$430 0.09% 46
2023
Q1 		$384K Buy
5,516
+6
+0.1% +$404 0.09% 45
2022
Q4 		$393K Buy
5,510
+1,428
+35% +$95.5K 0.12% 44
2022
Q3 		$278K Buy
4,082
+38
+0.9% +$2.88K 0.09% 52
2022
Q2 		$288K Sell
4,044
-690
-15% -$50.7K 0.1% 50
2022
Q1 		$343K Buy
4,734
+1,226
+35% +$83K 0.11% 48
2021
Q4 		$241K Buy
3,508
+205
+6% +$13.1K 0.08% 53
2021
Q3 		$205K Buy
+3,303
New +$213K 0.07% 53
2021
Q2 		– Sell
-3,408
Closed -$212K – 50
2021
Q1 		$212K Buy
+3,408
New +$204K 0.09% 46

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

Elwood & Goetz Wealth Advisory Group's SO Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Southern Company (SO) stake by 1.9% in Q1 2026, buying an estimated $9.06K and bringing the position to 5,203 shares worth $502K. The position accounts for 0.09% of the portfolio, ranked #73.

Elwood & Goetz Wealth Advisory Group first reported a position in SO in Q1 2021 and has held it in 20 quarters since. The position peaked at $554K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 5,203 shares of Southern Company worth $502K as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group bought 98 Southern Company shares in Q1 2026, an estimated $9.06K.
  • Southern Company made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #73 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Southern Company in Q1 2021 and has held it in 20 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Southern Company position peaked at $554K in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.