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Flagship Wealth Advisors’s Southern Company SO Stock Holding History

Flagship 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 		$73.5K Hold
800
– – 0.03% 162
2025
Q4 		$69.8K Hold
800
– – 0.02% 190
2025
Q3 		$75.8K Hold
800
– – 0.03% 186
2025
Q2 		$73.5K Hold
800
– – 0.03% 175
2025
Q1 		$73.6K Hold
800
– – 0.03% 169
2024
Q4 		$65.9K Buy
+800
New +$70.2K 0.04% 164

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Flagship Wealth Advisors held its Southern Company (SO) position steady in Q1 2026 at 800 shares worth $73.5K. The position accounts for 0.03% of the portfolio, ranked #162.

Flagship Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $75.8K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Flagship Wealth Advisors held 800 shares of Southern Company worth $73.5K as of Q1 2026.
  • Flagship Wealth Advisors left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.03% of Flagship Wealth Advisors's portfolio in Q1 2026, its #162 holding.
  • Flagship Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Southern Company position peaked at $75.8K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.