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EverSource Wealth Advisors’s Southern Company SO Stock Holding History

EverSource Wealth Advisors’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 		$3.11M Sell
32,514
-21,457
-40% -$2.02M 0.1% 165
2026
Q1 		$5.21M Buy
53,971
+21,567
+67% +$2M 0.16% 116
2025
Q4 		$2.83M Sell
32,404
-2,423
-7% -$221K 0.1% 157
2025
Q3 		$3.3M Buy
34,827
+784
+2% +$73.2K 0.13% 134
2025
Q2 		$3.13M Buy
34,043
+2,600
+8% +$234K 0.14% 128
2025
Q1 		$2.89M Buy
31,443
+3,975
+14% +$344K 0.16% 118
2024
Q4 		$2.26M Buy
27,468
+550
+2% +$48.3K 0.13% 135
2024
Q3 		$2.43M Buy
26,918
+1,562
+6% +$133K 0.15% 123
2024
Q2 		$2.12M Sell
25,356
-117
-0.5% -$8.87K 0.14% 129
2024
Q1 		$1.87M Sell
25,473
-1,085
-4% -$74.9K 0.15% 122
2023
Q4 		$1.86M Buy
26,558
+12,478
+89% +$857K 0.17% 113
2023
Q3 		$911K Buy
14,080
+329
+2% +$22.8K 0.1% 162
2023
Q2 		$966K Sell
13,751
-377
-3% -$27K 0.11% 159
2023
Q1 		$983K Sell
14,128
-398
-3% -$26.8K 0.12% 145
2022
Q4 		$1.04M Buy
14,526
+1,534
+12% +$103K 0.16% 116
2022
Q3 		$884K Buy
12,992
+1,286
+11% +$97.4K 0.2% 95
2022
Q2 		$835K Buy
11,706
+434
+4% +$31.9K 0.22% 84
2022
Q1 		$817K Buy
11,272
+651
+6% +$44.1K 0.21% 93
2021
Q4 		$728K Buy
+10,621
New +$677K 0.2% 81

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

EverSource Wealth Advisors's SO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Southern Company (SO) stake by 40% in Q2 2026, selling an estimated $2.02M and leaving 32,514 shares worth $3.11M. The position accounts for 0.1% of the portfolio, ranked #165.

EverSource Wealth Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.21M in Q1 2026. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • EverSource Wealth Advisors held 32,514 shares of Southern Company worth $3.11M as of Q2 2026.
  • EverSource Wealth Advisors sold 21,457 Southern Company shares in Q2 2026, an estimated $2.02M.
  • Southern Company made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • EverSource Wealth Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Southern Company position peaked at $5.21M in Q1 2026.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.