Geometric Wealth Advisors’s Southern Company SO Stock Holding History

Geometric 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	$771K	Sell	8,051 -139	-2%	-$13.1K	0.08%	38
2026 Q1	$790K	Buy	8,190 +163	+2%	+$15.1K	0.1%	35
2025 Q4	$700K	Hold	8,027	–	–	0.09%	39
2025 Q3	$761K	Hold	8,027	–	–	0.1%	35
2025 Q2	$737K	Buy	8,027 +23	+0.3%	+$2.07K	0.11%	32
2025 Q1	$736K	Sell	8,004 -17	-0.2%	-$1.47K	0.13%	29
2024 Q4	$660K	Buy	8,021 +17	+0.2%	+$1.49K	0.12%	34
2024 Q3	$722K	Hold	8,004	–	–	0.13%	30
2024 Q2	$621K	Buy	+8,004	New	+$607K	0.13%	30

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

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

Geometric Wealth Advisors reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $13.1K and leaving 8,051 shares worth $771K. The position accounts for 0.08% of the portfolio, ranked #38.

Geometric Wealth Advisors first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $790K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Geometric Wealth Advisors held 8,051 shares of Southern Company worth $771K as of Q2 2026.
Geometric Wealth Advisors sold 139 Southern Company shares in Q2 2026, an estimated $13.1K.
Southern Company made up 0.08% of Geometric Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Geometric Wealth Advisors first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Geometric Wealth Advisors's Southern Company position peaked at $790K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.