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Evoke Wealth’s Southern Company SO Stock Holding History

Evoke Wealth’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 		– Sell
-2,929
Closed -$283K – 546
2026
Q1 		$283K Buy
+2,929
New +$271K 0.01% 557
2025
Q1 		– Sell
-2,499
Closed -$206K – 465
2024
Q4 		$206K Sell
2,499
-141
-5% -$12.4K 0.01% 408
2024
Q3 		$238K Buy
+2,640
New +$226K 0.01% 372
2022
Q4 		– Sell
-1,256
Closed -$85K – 1029
2022
Q3 		$85K Hold
1,256
– – ﹤0.01% 437
2022
Q2 		$90K Buy
1,256
+9
+0.7% +$661 ﹤0.01% 426
2022
Q1 		$90K Buy
1,247
+238
+24% +$16.1K ﹤0.01% 447
2021
Q4 		$69K Buy
1,009
+7
+0.7% +$446 ﹤0.01% 493
2021
Q3 		$62K Sell
1,002
-59
-6% -$3.8K ﹤0.01% 486
2021
Q2 		$64K Sell
1,061
-93
-8% -$5.95K ﹤0.01% 498
2021
Q1 		$72K Buy
1,154
+120
+12% +$7.18K ﹤0.01% 412
2020
Q4 		$64K Buy
1,034
+56
+6% +$3.37K ﹤0.01% 351
2020
Q3 		$53K Sell
978
-64
-6% -$3.42K ﹤0.01% 353
2020
Q2 		$54K Sell
1,042
-30
-3% -$1.67K 0.01% 343
2020
Q1 		$58K Sell
1,072
-1,879
-64% -$119K 0.01% 328
2019
Q4 		$188K Sell
2,951
-134
-4% -$8.3K 0.02% 231
2019
Q3 		$191K Buy
+3,085
New +$179K 0.02% 265

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

Evoke Wealth's SO Position: Q2 2026 in Review

Evoke Wealth sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,929 shares — an estimated $283K sold.

Evoke Wealth first reported a position in SO in Q3 2019 and held it in 16 quarters. The position peaked at $283K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Evoke Wealth reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,929 Southern Company shares in Q2 2026, an estimated $283K.
  • Evoke Wealth first reported a position in Southern Company in Q3 2019 and held it in 16 quarters.
  • Evoke Wealth's Southern Company position peaked at $283K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.