Goldstein Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
Goldstein Advisors's SO Position: Q2 2026 in Review
Goldstein Advisors increased its Southern Company (SO) stake by 17% in Q2 2026, buying an estimated $37.3K and bringing the position to 2,725 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #211.
Goldstein Advisors first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Goldstein Advisors held 2,725 shares of Southern Company worth $261K as of Q2 2026.
- Goldstein Advisors bought 396 Southern Company shares in Q2 2026, an estimated $37.3K.
- Southern Company made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #211 holding.
- Goldstein Advisors first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.