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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Good Steward Wealth Advisors's SO Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its Southern Company (SO) stake by 1.7% in Q1 2026, selling an estimated $5.64K and leaving 3,514 shares worth $339K. The position accounts for 0.22% of the portfolio, ranked #43.

Good Steward Wealth Advisors first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $604K in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Good Steward Wealth Advisors held 3,514 shares of Southern Company worth $339K as of Q1 2026.
Good Steward Wealth Advisors sold 61 Southern Company shares in Q1 2026, an estimated $5.64K.
Southern Company made up 0.22% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Good Steward Wealth Advisors first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
Good Steward Wealth Advisors's Southern Company position peaked at $604K in Q1 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.