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Evergreen Wealth Solutions’s Southern Company SO Stock Holding History

Evergreen Wealth Solutions’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 		$776K Buy
8,368
+2,773
+50% +$261K 0.04% 238
2026
Q1 		$540K Buy
+5,595
New +$518K 0.04% 236

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

Evergreen Wealth Solutions's SO Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Southern Company (SO) stake by 50% in Q2 2026, buying an estimated $261K and bringing the position to 8,368 shares worth $776K. The position accounts for 0.04% of the portfolio, ranked #238.

Evergreen Wealth Solutions first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Evergreen Wealth Solutions held 8,368 shares of Southern Company worth $776K as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,773 Southern Company shares in Q2 2026, an estimated $261K.
  • Southern Company made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #238 holding.
  • Evergreen Wealth Solutions first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.