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Global Wealth Strategies & Associates’s Southern Company SO Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-844
Closed -$81.5K – 401
2026
Q1 		$81.5K Buy
844
+23
+3% +$2.13K 0.02% 132
2025
Q4 		$71.6K Hold
821
– – 0.02% 130
2025
Q3 		$77.8K Buy
+821
New +$76.6K 0.02% 118

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 Strategies & Associates's SO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Southern Company (SO) in Q2 2026, closing a stake of 844 shares — an estimated $81.5K sold.

Global Wealth Strategies & Associates first reported a position in SO in Q3 2025 and held it in 3 quarters. The position peaked at $81.5K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 844 Southern Company shares in Q2 2026, an estimated $81.5K.
  • Global Wealth Strategies & Associates first reported a position in Southern Company in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Southern Company position peaked at $81.5K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.