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FSM Wealth Advisors’s Southern Company SO Stock Holding History

FSM 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
Q2 		$246K Buy
2,573
+150
+6% +$14.1K 0.03% 301
2026
Q1 		$234K Buy
+2,423
New +$224K 0.03% 288
2025
Q4 		– Sell
-2,299
Closed -$218K – 330
2025
Q3 		$218K Buy
+2,299
New +$215K 0.03% 302

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

FSM Wealth Advisors's SO Position: Q2 2026 in Review

FSM Wealth Advisors increased its Southern Company (SO) stake by 6.2% in Q2 2026, buying an estimated $14.1K and bringing the position to 2,573 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #301.

FSM Wealth Advisors first reported a position in SO in Q3 2025 and has held it in 3 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • FSM Wealth Advisors held 2,573 shares of Southern Company worth $246K as of Q2 2026.
  • FSM Wealth Advisors bought 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • FSM Wealth Advisors first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.