Financial Network Wealth Advisors’s Southern Company SO Stock Holding History

Financial Network 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	$18.7K	Buy	195 +3	+2%	+$282	0.02%	413
2026 Q1	$18.5K	Hold	192	–	–	0.02%	396
2025 Q4	$16.7K	Hold	192	–	–	0.02%	411
2025 Q3	$18.2K	Hold	192	–	–	0.02%	384
2025 Q2	$17.6K	Hold	192	–	–	0.02%	369
2025 Q1	$17.7K	Buy	+192	New	+$16.6K	0.02%	351
2024 Q4	–	Sell	-215	Closed	-$19.4K	–	798
2024 Q3	$19.4K	Buy	215 +11	+5%	+$940	0.02%	367
2024 Q2	$15.8K	Buy	+204	New	+$15.5K	0.01%	429

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Network Wealth Advisors's SO Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Southern Company (SO) stake by 1.6% in Q2 2026, buying an estimated $282 and bringing the position to 195 shares worth $18.7K. The position accounts for 0.02% of the portfolio, ranked #413.

Financial Network Wealth Advisors first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.4K in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Financial Network Wealth Advisors held 195 shares of Southern Company worth $18.7K as of Q2 2026.
Financial Network Wealth Advisors bought 3 Southern Company shares in Q2 2026, an estimated $282.
Southern Company made up 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #413 holding.
Financial Network Wealth Advisors first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Southern Company position peaked at $19.4K in Q3 2024.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.