EW
SO icon

Elyxium Wealth’s Southern Company SO Stock Holding History

Elyxium Wealth’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 		$1.04M Buy
+10,861
New +$1.02M 0.11% 124
2026
Q1 		– Sell
-1,039
Closed -$90.6K – 1104
2025
Q4 		$90.6K Buy
+1,039
New +$94.9K 0.03% 259

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Elyxium Wealth's SO Position: Q2 2026 in Review

Elyxium Wealth opened a new position in Southern Company (SO) in Q2 2026: 10,861 shares worth $1.04M. The stake represents 0.11% of the portfolio and ranks #124 among its holdings. This is a return to the name: Elyxium Wealth previously reported a position in SO as recently as Q4 2025.

Elyxium Wealth first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Elyxium Wealth held 10,861 shares of Southern Company worth $1.04M as of Q2 2026.
  • Southern Company was a new Elyxium Wealth position in Q2 2026.
  • Southern Company made up 0.11% of Elyxium Wealth's portfolio in Q2 2026, its #124 holding.
  • Elyxium Wealth first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.