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Fiduciary Alliance’s Southern Company SO Stock Holding History

Fiduciary Alliance’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 		$2.4M Sell
25,060
-206
-0.8% -$19.4K 0.16% 154
2026
Q1 		$2.39M Sell
25,266
-2,046
-7% -$189K 0.14% 163
2025
Q4 		$2.38M Buy
27,312
+916
+3% +$83.6K 0.16% 147
2025
Q3 		$2.5M Sell
26,396
-628
-2% -$58.6K 0.17% 129
2025
Q2 		$2.48M Buy
27,024
+527
+2% +$47.3K 0.19% 124
2025
Q1 		$2.44M Sell
26,497
-51
-0.2% -$4.42K 0.24% 98
2024
Q4 		$2.19M Buy
26,548
+16,071
+153% +$1.41M 0.22% 104
2024
Q3 		$945K Buy
10,477
+7,491
+251% +$640K 0.13% 114
2024
Q2 		$232K Sell
2,986
-454
-13% -$34.4K 0.04% 190
2024
Q1 		$245K Sell
3,440
-301
-8% -$20.8K 0.04% 169
2023
Q4 		$262K Sell
3,741
-84
-2% -$5.77K 0.05% 157
2023
Q3 		$248K Buy
3,825
+2,861
+297% +$199K 0.06% 149
2023
Q2 		$67.7K Buy
+964
New +$69.1K 0.01% 270
2023
Q1 		– Sell
-557
Closed -$39.8K – 756
2022
Q4 		$39.8K Buy
+557
New +$37.2K 0.01% 240

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

Fiduciary Alliance's SO Position: Q2 2026 in Review

Fiduciary Alliance reduced its Southern Company (SO) stake by 0.82% in Q2 2026, selling an estimated $19.4K and leaving 25,060 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #154.

Fiduciary Alliance first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.5M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fiduciary Alliance held 25,060 shares of Southern Company worth $2.4M as of Q2 2026.
  • Fiduciary Alliance sold 206 Southern Company shares in Q2 2026, an estimated $19.4K.
  • Southern Company made up 0.16% of Fiduciary Alliance's portfolio in Q2 2026, its #154 holding.
  • Fiduciary Alliance first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • Fiduciary Alliance's Southern Company position peaked at $2.5M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.