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Foundations Investment Advisors’s Southern Company SO Stock Holding History

Foundations Investment 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 		$33.2M Buy
347,316
+43,093
+14% +$4.06M 0.34% 69
2026
Q1 		$29.4M Buy
304,223
+47,127
+18% +$4.36M 0.36% 69
2025
Q4 		$22.4M Buy
257,096
+32,516
+14% +$2.97M 0.29% 78
2025
Q3 		$21.3M Buy
224,580
+21,271
+10% +$1.99M 0.31% 74
2025
Q2 		$18.7M Buy
203,309
+39,186
+24% +$3.52M 0.29% 84
2025
Q1 		$15.1M Buy
164,123
+17,491
+12% +$1.51M 0.28% 91
2024
Q4 		$12.1M Buy
146,632
+41,631
+40% +$3.65M 0.23% 98
2024
Q3 		$9.47M Buy
105,001
+39,840
+61% +$3.4M 0.2% 102
2024
Q2 		$5.05M Buy
65,161
+3,436
+6% +$260K 0.12% 136
2024
Q1 		$4.43M Buy
61,725
+1,719
+3% +$119K 0.12% 149
2023
Q4 		$4.23M Sell
60,006
-1,920
-3% -$132K 0.11% 140
2023
Q3 		$4.01M Buy
61,926
+1,977
+3% +$137K 0.12% 136
2023
Q2 		$4.21M Buy
59,949
+1,482
+3% +$106K 0.14% 105
2023
Q1 		$4.07M Buy
58,467
+13,332
+30% +$898K 0.15% 96
2022
Q4 		$3.22M Buy
45,135
+29,070
+181% +$1.94M 0.13% 87
2022
Q3 		$1.09M Buy
16,065
+5,218
+48% +$395K 0.05% 162
2022
Q2 		$775K Buy
10,847
+6,113
+129% +$449K 0.03% 173
2022
Q1 		$360K Sell
4,734
-177
-4% -$12K 0.01% 245
2021
Q4 		$333K Buy
4,911
+650
+15% +$41.4K 0.01% 259
2021
Q3 		$264K Buy
4,261
+154
+4% +$9.91K 0.01% 271
2021
Q2 		$252K Sell
4,107
-1,061
-21% -$67.9K 0.01% 254
2021
Q1 		$325K Buy
5,168
+1,084
+27% +$64.9K 0.02% 171
2020
Q4 		$251K Buy
+4,084
New +$246K 0.02% 158

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

Foundations Investment Advisors's SO Position: Q2 2026 in Review

Foundations Investment Advisors increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $4.06M and bringing the position to 347,316 shares worth $33.2M. The position accounts for 0.34% of the portfolio, ranked #69.

Foundations Investment Advisors first reported a position in SO in Q4 2020 and has held it in 23 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Foundations Investment Advisors held 347,316 shares of Southern Company worth $33.2M as of Q2 2026.
  • Foundations Investment Advisors bought 43,093 Southern Company shares in Q2 2026, an estimated $4.06M.
  • Southern Company made up 0.34% of Foundations Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Foundations Investment Advisors first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.