Frazier Financial Advisors
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Frazier Financial Advisors’s Southern Company SO Stock Holding History

Frazier Financial 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
Q3 		$27.4K Buy
331
+3
+0.9% +$273 0.01% 278
2026
Q2 		$31.4K Buy
328
+2
+0.6% +$188 0.02% 247
2026
Q1 		$31.4K Buy
326
+3
+0.9% +$278 0.02% 250
2025
Q4 		$28.2K Buy
323
+2
+0.6% +$183 0.02% 230
2025
Q3 		$30.4K Buy
321
+3
+0.9% +$280 0.02% 215
2025
Q2 		$29.2K Buy
318
+2
+0.6% +$180 0.02% 212
2025
Q1 		$29K Buy
316
+3
+1% +$260 0.02% 202
2024
Q4 		$25.8K Buy
313
+2
+0.6% +$175 0.02% 213
2024
Q3 		$28K Buy
311
+195
+168% +$16.7K 0.02% 217
2024
Q2 		$9K Hold
116
– – 0.01% 465
2024
Q1 		$8.32K Buy
116
+93
+404% +$6.42K 0.01% 460
2023
Q4 		$1.6K Buy
+23
New +$1.58K ﹤0.01% 704

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Frazier Financial Advisors's SO Position: Q3 2026 in Review

Frazier Financial Advisors increased its Southern Company (SO) stake by 0.91% in Q3 2026, buying an estimated $273 and bringing the position to 331 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #278.

Frazier Financial Advisors first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.4K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Frazier Financial Advisors held 331 shares of Southern Company worth $27.4K as of Q3 2026.
  • Frazier Financial Advisors bought 3 Southern Company shares in Q3 2026, an estimated $273.
  • Southern Company made up 0.01% of Frazier Financial Advisors's portfolio in Q3 2026, its #278 holding.
  • Frazier Financial Advisors first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Frazier Financial Advisors's Southern Company position peaked at $31.4K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Frazier Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.