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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Empower Advisory Group's SO Position: Q2 2026 in Review

Empower Advisory Group increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $4.86M and bringing the position to 1,634,931 shares worth $156M. The position accounts for 0.37% of the portfolio, ranked #47.

Empower Advisory Group first reported a position in SO in Q1 2023 and has held it in 14 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Empower Advisory Group held 1,634,931 shares of Southern Company worth $156M as of Q2 2026.
  • Empower Advisory Group bought 51,640 Southern Company shares in Q2 2026, an estimated $4.86M.
  • Southern Company made up 0.37% of Empower Advisory Group's portfolio in Q2 2026, its #47 holding.
  • Empower Advisory Group first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.