PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Southern Company SO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$33K	Hold	345	–	–	0.01%	364
2026 Q1	$33.3K	Hold	345	–	–	0.01%	336
2025 Q4	$30.1K	Hold	345	–	–	0.01%	356
2025 Q3	$32.7K	Hold	345	–	–	0.01%	328
2025 Q2	$31.7K	Hold	345	–	–	0.01%	310
2025 Q1	$31.7K	Hold	345	–	–	0.01%	303
2024 Q4	$28.4K	Hold	345	–	–	0.01%	312
2024 Q3	$31.1K	Hold	345	–	–	0.02%	259
2024 Q2	$26.8K	Hold	345	–	–	0.02%	244
2024 Q1	$24.8K	Buy	+345	New	+$23.8K	0.02%	240

Other funds holding SO

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Southern Company (SO) position steady in Q2 2026 at 345 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #364.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $33.3K in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 345 shares of Southern Company worth $33K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #364 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Southern Company position peaked at $33.3K in Q1 2026.
1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.