Garrett Wealth Advisory Group’s Southern Company SO Stock Holding History

Garrett Wealth Advisory Group’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	$255K	Sell	2,668 -24	-0.9%	-$2.26K	0.04%	129
2026 Q1	$260K	Buy	+2,692	New	+$249K	0.05%	117
2023 Q2	–	Sell	-2,907	Closed	-$202K	–	56
2023 Q1	$202K	Buy	+2,907	New	+$196K	0.1%	46
2019 Q4	–	Sell	-2,568	Closed	-$159K	–	546
2019 Q3	$159K	Buy	+2,568	New	+$149K	0.11%	59

Other funds holding SO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Garrett Wealth Advisory Group's SO Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Southern Company (SO) stake by 0.89% in Q2 2026, selling an estimated $2.26K and leaving 2,668 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #129.

Garrett Wealth Advisory Group first reported a position in SO in Q3 2019 and has held it in 4 quarters since. The position peaked at $260K in Q1 2026. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Garrett Wealth Advisory Group held 2,668 shares of Southern Company worth $255K as of Q2 2026.
Garrett Wealth Advisory Group sold 24 Southern Company shares in Q2 2026, an estimated $2.26K.
Southern Company made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #129 holding.
Garrett Wealth Advisory Group first reported a position in Southern Company in Q3 2019 and has held it in 4 quarters since.
Garrett Wealth Advisory Group's Southern Company position peaked at $260K in Q1 2026.
2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.