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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Network Wealth Advisors's SO Position: Q1 2026 in Review

Financial Network Wealth Advisors held its Southern Company (SO) position steady in Q1 2026 at 192 shares worth $18.5K. The position accounts for 0.02% of the portfolio, ranked #396.

Financial Network Wealth Advisors first reported a position in SO in Q2 2024 and has held it in 7 quarters since. The position peaked at $19.4K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Financial Network Wealth Advisors held 192 shares of Southern Company worth $18.5K as of Q1 2026.
Financial Network Wealth Advisors left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.02% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #396 holding.
Financial Network Wealth Advisors first reported a position in Southern Company in Q2 2024 and has held it in 7 quarters since.
Financial Network Wealth Advisors's Southern Company position peaked at $19.4K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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