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Heritage Wealth Advisors’s Southern Company SO Stock Holding History

Heritage 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 		$331K Sell
3,430
-2,799
-45% -$259K 0.01% 167
2025
Q4 		$543K Hold
6,229
– – 0.02% 140
2025
Q3 		$590K Hold
6,229
– – 0.03% 119
2025
Q2 		$572K Buy
6,229
+125
+2% +$11.2K 0.03% 120
2025
Q1 		$561K Sell
6,104
-223
-4% -$19.3K 0.03% 117
2024
Q4 		$521K Buy
6,327
+153
+2% +$13.4K 0.03% 133
2024
Q3 		$557K Buy
6,174
+70
+1% +$5.98K 0.03% 132
2024
Q2 		$473K Hold
6,104
– – 0.02% 141
2024
Q1 		$438K Hold
6,104
– – 0.02% 152
2023
Q4 		$428K Hold
6,104
– – 0.02% 155
2023
Q3 		$395K Sell
6,104
-600
-9% -$41.6K 0.02% 146
2023
Q2 		$471K Sell
6,704
-81
-1% -$5.81K 0.02% 140
2023
Q1 		$472K Buy
6,785
+2,733
+67% +$184K 0.03% 132
2022
Q4 		$289K Hold
4,052
– – 0.02% 174
2022
Q3 		$276K Hold
4,052
– – 0.02% 168
2022
Q2 		$289K Buy
4,052
+600
+17% +$44.1K 0.02% 160
2022
Q1 		$250K Hold
3,452
– – 0.01% 181
2021
Q4 		$237K Sell
3,452
-200
-5% -$12.8K 0.01% 195
2021
Q3 		$226K Hold
3,652
– – 0.01% 189
2021
Q2 		$221K Buy
3,652
+81
+2% +$5.18K 0.01% 196
2021
Q1 		$222K Sell
3,571
-328
-8% -$19.6K 0.01% 196
2020
Q4 		$240K Buy
3,899
+274
+8% +$16.5K 0.02% 184
2020
Q3 		$197K Hold
3,625
– – 0.03% 151
2020
Q2 		$188K Hold
3,625
– – 0.03% 148
2020
Q1 		$196K Sell
3,625
-2,461
-40% -$156K 0.04% 130
2019
Q4 		$388K Buy
6,086
+586
+11% +$36.3K 0.05% 123
2019
Q3 		$339K Hold
5,500
– – 0.05% 122
2019
Q2 		$304K Hold
5,500
– – 0.05% 118
2019
Q1 		$284K Buy
5,500
+2,000
+57% +$98K 0.05% 112
2018
Q4 		$153K Hold
3,500
– – 0.03% 137
2018
Q3 		$152K Buy
+3,500
New +$161K 0.03% 133

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's SO Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Southern Company (SO) stake by 45% in Q1 2026, selling an estimated $259K and leaving 3,430 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #167.

Heritage Wealth Advisors first reported a position in SO in Q3 2018 and has held it in 31 quarters since. The position peaked at $590K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Heritage Wealth Advisors held 3,430 shares of Southern Company worth $331K as of Q1 2026.
  • Heritage Wealth Advisors sold 2,799 Southern Company shares in Q1 2026, an estimated $259K.
  • Southern Company made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #167 holding.
  • Heritage Wealth Advisors first reported a position in Southern Company in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Southern Company position peaked at $590K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.