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Exencial Wealth Advisors’s Southern Company SO Stock Holding History

Exencial 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 		$839K Sell
8,694
-52
-0.6% -$4.81K 0.03% 321
2025
Q4 		$763K Sell
8,746
-404
-4% -$36.9K 0.02% 333
2025
Q3 		$867K Sell
9,150
-5,032
-35% -$470K 0.03% 309
2025
Q2 		$1.3M Buy
14,182
+5,492
+63% +$493K 0.05% 258
2025
Q1 		$799K Sell
8,690
-129
-1% -$11.2K 0.03% 307
2024
Q4 		$726K Sell
8,819
-186
-2% -$16.3K 0.03% 320
2024
Q3 		$812K Buy
9,005
+322
+4% +$27.5K 0.03% 296
2024
Q2 		$674K Sell
8,683
-161
-2% -$12.2K 0.03% 317
2024
Q1 		$634K Buy
8,844
+2,247
+34% +$155K 0.02% 323
2023
Q4 		$463K Sell
6,597
-246
-4% -$16.9K 0.02% 351
2023
Q3 		$443K Sell
6,843
-358
-5% -$24.8K 0.02% 308
2023
Q2 		$506K Sell
7,201
-139
-2% -$9.97K 0.02% 296
2023
Q1 		$511K Buy
7,340
+309
+4% +$20.8K 0.03% 278
2022
Q4 		$502K Buy
7,031
+842
+14% +$56.3K 0.03% 286
2022
Q3 		$421K Buy
6,189
+500
+9% +$37.9K 0.03% 296
2022
Q2 		$406K Buy
5,689
+676
+13% +$49.6K 0.02% 297
2022
Q1 		$364K Sell
5,013
-1,982
-28% -$134K 0.02% 329
2021
Q4 		$480K Buy
6,995
+548
+9% +$34.9K 0.02% 319
2021
Q3 		$400K Buy
6,447
+2,171
+51% +$140K 0.02% 261
2021
Q2 		$259K Buy
4,276
+233
+6% +$14.9K 0.01% 397
2021
Q1 		$251K Sell
4,043
-27
-0.7% -$1.62K 0.01% 373
2020
Q4 		$250K Sell
4,070
-734
-15% -$44.1K 0.02% 334
2020
Q3 		$261K Buy
4,804
+746
+18% +$39.9K 0.01% 317
2020
Q2 		$210K Buy
+4,058
New +$226K 0.02% 309

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Exencial Wealth Advisors reduced its Southern Company (SO) stake by 0.59% in Q1 2026, selling an estimated $4.81K and leaving 8,694 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #321.

Exencial Wealth Advisors first reported a position in SO in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q2 2025. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Exencial Wealth Advisors held 8,694 shares of Southern Company worth $839K as of Q1 2026.
  • Exencial Wealth Advisors sold 52 Southern Company shares in Q1 2026, an estimated $4.81K.
  • Southern Company made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #321 holding.
  • Exencial Wealth Advisors first reported a position in Southern Company in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Southern Company position peaked at $1.3M in Q2 2025.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.