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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's SO Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Southern Company (SO) stake by 67% in Q1 2026, buying an estimated $2M and bringing the position to 53,971 shares worth $5.21M. The position accounts for 0.16% of the portfolio, ranked #116.

EverSource Wealth Advisors first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • EverSource Wealth Advisors held 53,971 shares of Southern Company worth $5.21M as of Q1 2026.
  • EverSource Wealth Advisors bought 21,567 Southern Company shares in Q1 2026, an estimated $2M.
  • Southern Company made up 0.16% of EverSource Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • EverSource Wealth Advisors first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.