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Heritage Wealth Management (Texas)’s Southern Company SO Stock Holding History

Heritage Wealth Management (Texas)’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 		$201K Hold
2,100
– – 0.08% 42
2026
Q1 		$203K Buy
+2,100
New +$194K 0.09% 40

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

Heritage Wealth Management (Texas)'s SO Position: Q2 2026 in Review

Heritage Wealth Management (Texas) held its Southern Company (SO) position steady in Q2 2026 at 2,100 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #42.

Heritage Wealth Management (Texas) first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $203K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Heritage Wealth Management (Texas) held 2,100 shares of Southern Company worth $201K as of Q2 2026.
  • Heritage Wealth Management (Texas) left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.08% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #42 holding.
  • Heritage Wealth Management (Texas) first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Heritage Wealth Management (Texas)'s Southern Company position peaked at $203K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.