GWANC
SO icon

Guardian Wealth Advisors (North Carolina)’s Southern Company SO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.18M Buy
12,319
+49
+0.4% +$4.61K 0.07% 149
2026
Q1 		$1.18M Sell
12,270
-152
-1% -$14.1K 0.07% 133
2025
Q4 		$1.08M Sell
12,422
-1,666
-12% -$152K 0.07% 147
2025
Q3 		$1.34M Buy
14,088
+33
+0.2% +$3.08K 0.09% 122
2025
Q2 		$1.29M Buy
14,055
+1,358
+11% +$122K 0.09% 115
2025
Q1 		$1.17M Sell
12,697
-327
-3% -$28.3K 0.09% 117
2024
Q4 		$1.07M Buy
13,024
+686
+6% +$60.2K 0.08% 124
2024
Q3 		$1.11M Hold
12,338
– – 0.12% 97
2024
Q2 		$957K Sell
12,338
-22
-0.2% -$1.67K 0.11% 101
2024
Q1 		$887K Buy
12,360
+593
+5% +$40.9K 0.11% 109
2023
Q4 		$825K Buy
11,767
+150
+1% +$10.3K 0.13% 100
2023
Q3 		$752K Sell
11,617
-144
-1% -$9.99K 0.13% 96
2023
Q2 		$826K Sell
11,761
-779
-6% -$55.9K 0.14% 87
2023
Q1 		$873K Sell
12,540
-6
-0% -$404 0.15% 79
2022
Q4 		$896K Hold
12,546
– – 0.17% 74
2022
Q3 		$853K Sell
12,546
-3,779
-23% -$286K 0.16% 72
2022
Q2 		$1.16M Buy
16,325
+7,295
+81% +$536K 0.21% 54
2022
Q1 		$655K Buy
+9,030
New +$612K 0.28% 62

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

Guardian Wealth Advisors (North Carolina)'s SO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Southern Company (SO) stake by 0.4% in Q2 2026, buying an estimated $4.61K and bringing the position to 12,319 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #149.

Guardian Wealth Advisors (North Carolina) first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.34M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 12,319 shares of Southern Company worth $1.18M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 49 Southern Company shares in Q2 2026, an estimated $4.61K.
  • Southern Company made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #149 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Southern Company position peaked at $1.34M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.