Good Steward Wealth Advisors’s Southern Company SO Stock Holding History

Good Steward 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	$335K	Sell	3,502 -12	-0.3%	-$1.13K	0.2%	45
2026 Q1	$339K	Sell	3,514 -61	-2%	-$5.64K	0.22%	43
2025 Q4	$312K	Sell	3,575 -601	-14%	-$54.9K	0.21%	48
2025 Q3	$396K	Sell	4,176 -1,239	-23%	-$116K	0.27%	45
2025 Q2	$497K	Sell	5,415 -1,151	-18%	-$103K	0.39%	41
2025 Q1	$604K	Buy	+6,566	New	+$568K	0.55%	46

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

Good Steward Wealth Advisors's SO Position: Q2 2026 in Review

Good Steward Wealth Advisors reduced its Southern Company (SO) stake by 0.34% in Q2 2026, selling an estimated $1.13K and leaving 3,502 shares worth $335K. The position accounts for 0.2% of the portfolio, ranked #45.

Good Steward Wealth Advisors first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $604K in Q1 2025. 2,364 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Good Steward Wealth Advisors held 3,502 shares of Southern Company worth $335K as of Q2 2026.
Good Steward Wealth Advisors sold 12 Southern Company shares in Q2 2026, an estimated $1.13K.
Southern Company made up 0.2% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Good Steward Wealth Advisors first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
Good Steward Wealth Advisors's Southern Company position peaked at $604K in Q1 2025.
2,364 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.