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FSA Advisors’s Southern Company SO Stock Holding History

FSA 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 		$338K Buy
+3,536
New +$333K 0.16% 177
2026
Q1 		– Sell
-3,022
Closed -$264K – 237
2025
Q4 		$264K Buy
+3,022
New +$276K 0.18% 140
2025
Q2 		– Sell
-3,246
Closed -$298K – 198
2025
Q1 		$298K Buy
+3,246
New +$281K 0.24% 131
2024
Q4 		– Sell
-3,275
Closed -$292K – 168
2024
Q3 		$292K Sell
3,275
-2,765
-46% -$236K 0.29% 103
2024
Q2 		$468K Sell
6,040
-3
-0% -$227 0.49% 66
2024
Q1 		$434K Buy
6,043
+24
+0.4% +$1.66K 0.46% 67
2023
Q4 		$422K Buy
+6,019
New +$413K 0.52% 59

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

FSA Advisors's SO Position: Q2 2026 in Review

FSA Advisors opened a new position in Southern Company (SO) in Q2 2026: 3,536 shares worth $338K. The stake represents 0.16% of the portfolio and ranks #177 among its holdings. This is a return to the name: FSA Advisors previously reported a position in SO as recently as Q4 2025.

FSA Advisors first reported a position in SO in Q4 2023 and has held it in 7 quarters since. The position peaked at $468K in Q2 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • FSA Advisors held 3,536 shares of Southern Company worth $338K as of Q2 2026.
  • Southern Company was a new FSA Advisors position in Q2 2026.
  • Southern Company made up 0.16% of FSA Advisors's portfolio in Q2 2026, its #177 holding.
  • FSA Advisors first reported a position in Southern Company in Q4 2023 and has held it in 7 quarters since.
  • FSA Advisors's Southern Company position peaked at $468K in Q2 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.