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Global Wealth Management Investment Advisory’s Southern Company SO Stock Holding History

Global Wealth Management Investment Advisory’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 		$5.34M Sell
55,831
-133
-0.2% -$12.5K 0.76% 45
2026
Q1 		$5.4M Buy
55,964
+2,003
+4% +$185K 0.85% 40
2025
Q4 		$4.71M Buy
53,961
+3,544
+7% +$324K 0.75% 49
2025
Q3 		$4.78M Buy
50,417
+91
+0.2% +$8.49K 0.8% 40
2025
Q2 		$4.62M Sell
50,326
-4,170
-8% -$375K 0.87% 39
2025
Q1 		$5.01M Buy
54,496
+1,202
+2% +$104K 1% 30
2024
Q4 		$4.39M Buy
53,294
+995
+2% +$87.3K 0.9% 34
2024
Q3 		$4.72M Sell
52,299
-10,966
-17% -$937K 1.02% 30
2024
Q2 		$4.91M Buy
63,265
+2,058
+3% +$156K 1.14% 23
2024
Q1 		$4.39M Buy
61,207
+5,102
+9% +$352K 1.08% 26
2023
Q4 		$3.93M Sell
56,105
-644
-1% -$44.2K 1.01% 27
2023
Q3 		$3.67M Buy
56,749
+337
+0.6% +$23.4K 1.03% 27
2023
Q2 		$3.96M Buy
56,412
+238
+0.4% +$17.1K 1.09% 23
2023
Q1 		$3.91M Buy
56,174
+2,419
+5% +$163K 1.18% 20
2022
Q4 		$3.84M Buy
53,755
+22,026
+69% +$1.47M 1.25% 20
2022
Q3 		$2.16M Buy
31,729
+514
+2% +$38.9K 0.77% 47
2022
Q2 		$2.23M Sell
31,215
-15,338
-33% -$1.13M 0.75% 47
2022
Q1 		$3.38M Buy
46,553
+2,729
+6% +$185K 1.01% 31
2021
Q4 		$3M Buy
43,824
+1,834
+4% +$117K 0.9% 40
2021
Q3 		$2.6M Buy
41,990
+1,806
+4% +$116K 0.82% 43
2021
Q2 		$2.43M Buy
40,184
+1,311
+3% +$83.8K 0.81% 42
2021
Q1 		$2.42M Buy
38,873
+1,922
+5% +$115K 0.87% 38
2020
Q4 		$2.27M Buy
36,951
+152
+0.4% +$9.14K 0.88% 38
2020
Q3 		$2M Buy
36,799
+4,347
+13% +$232K 0.86% 37
2020
Q2 		$1.68M Sell
32,452
-648
-2% -$36K 0.72% 53
2020
Q1 		$1.79M Buy
33,100
+352
+1% +$22.3K 0.9% 38
2019
Q4 		$2.09M Sell
32,748
-557
-2% -$34.5K 0.88% 39
2019
Q3 		$2.06M Buy
33,305
+1,080
+3% +$62.6K 0.94% 37
2019
Q2 		$1.78M Sell
32,225
-604
-2% -$32.3K 0.86% 41
2019
Q1 		$1.7M Sell
32,829
-2,403
-7% -$118K 0.88% 39
2018
Q4 		$1.55M Buy
+35,232
New +$1.6M 0.9% 42

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

Global Wealth Management Investment Advisory's SO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Southern Company (SO) stake by 0.24% in Q2 2026, selling an estimated $12.5K and leaving 55,831 shares worth $5.34M. The position accounts for 0.76% of the portfolio, ranked #45.

Global Wealth Management Investment Advisory first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.4M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Global Wealth Management Investment Advisory held 55,831 shares of Southern Company worth $5.34M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 133 Southern Company shares in Q2 2026, an estimated $12.5K.
  • Southern Company made up 0.76% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #45 holding.
  • Global Wealth Management Investment Advisory first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's Southern Company position peaked at $5.4M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.