Empower Advisory Group
SO icon

Empower Advisory Group’s Southern Company SO Stock Holding History

Empower 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
Q3 		$141M Buy
1,700,534
+65,603
+4% +$5.98M 0.33% 55
2026
Q2 		$156M Buy
1,634,931
+51,640
+3% +$4.86M 0.37% 47
2026
Q1 		$153M Buy
1,583,291
+122,692
+8% +$11.3M 0.4% 48
2025
Q4 		$127M Sell
1,460,599
-41,416
-3% -$3.78M 0.34% 51
2025
Q3 		$142M Buy
1,502,015
+30,635
+2% +$2.86M 0.39% 46
2025
Q2 		$135M Buy
1,471,380
+32,308
+2% +$2.9M 0.4% 43
2025
Q1 		$132M Buy
1,439,072
+37,408
+3% +$3.24M 0.43% 44
2024
Q4 		$115M Buy
1,401,664
+35,606
+3% +$3.12M 0.39% 49
2024
Q3 		$123M Buy
1,366,058
+21,726
+2% +$1.86M 0.42% 50
2024
Q2 		$104M Buy
1,344,332
+14,048
+1% +$1.06M 0.39% 56
2024
Q1 		$95.4M Buy
1,330,284
+42,006
+3% +$2.9M 0.36% 62
2023
Q4 		$90.3M Buy
1,288,278
+39,371
+3% +$2.7M 0.36% 65
2023
Q3 		$80.8M Buy
1,248,907
+31,288
+3% +$2.17M 0.36% 56
2023
Q2 		$85.5M Buy
1,217,619
+17,080
+1% +$1.22M 0.37% 61
2023
Q1 		$82.8M Buy
+1,200,539
New +$80.8M 0.37% 62

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Empower Advisory Group's SO Position: Q3 2026 in Review

Empower Advisory Group increased its Southern Company (SO) stake by 4% in Q3 2026, buying an estimated $5.98M and bringing the position to 1,700,534 shares worth $141M. The position accounts for 0.33% of the portfolio, ranked #55.

Empower Advisory Group first reported a position in SO in Q1 2023 and has held it in 15 quarters since. The position peaked at $156M in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Empower Advisory Group held 1,700,534 shares of Southern Company worth $141M as of Q3 2026.
  • Empower Advisory Group bought 65,603 Southern Company shares in Q3 2026, an estimated $5.98M.
  • Southern Company made up 0.33% of Empower Advisory Group's portfolio in Q3 2026, its #55 holding.
  • Empower Advisory Group first reported a position in Southern Company in Q1 2023 and has held it in 15 quarters since.
  • Empower Advisory Group's Southern Company position peaked at $156M in Q2 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.