High Net Worth Advisory Group’s Southern Company SO Stock Holding History

High Net Worth Advisory Group’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	$1.52M	Hold	15,874	–	–	0.32%	71
2026 Q1	$1.53M	Hold	15,874	–	–	0.36%	66
2025 Q4	$1.38M	Hold	15,874	–	–	0.32%	72
2025 Q3	$1.5M	Buy	15,874 +174	+1%	+$16.2K	0.36%	59
2025 Q2	$1.44M	Sell	15,700 -189	-1%	-$17K	0.38%	59
2025 Q1	$1.46M	Sell	15,889 -1,181	-7%	-$102K	0.41%	58
2024 Q4	$1.41M	Hold	17,070	–	–	0.39%	62
2024 Q3	$1.54M	Hold	17,070	–	–	0.42%	57
2024 Q2	$1.32M	Buy	17,070 +89	+0.5%	+$6.74K	0.4%	58
2024 Q1	$1.22M	Buy	16,981 +617	+4%	+$42.6K	0.38%	62
2023 Q4	$1.15M	Sell	16,364 -1,990	-11%	-$137K	0.43%	56
2023 Q3	$1.19M	Sell	18,354 -678	-4%	-$47.1K	0.48%	55
2023 Q2	$1.34M	Buy	19,032 +648	+4%	+$46.5K	0.52%	51
2023 Q1	$1.28M	Buy	18,384 +364	+2%	+$24.5K	0.52%	54
2022 Q4	$1.29M	Buy	18,020 +6,996	+63%	+$468K	0.5%	52
2022 Q3	$750K	Hold	11,024	–	–	0.32%	75
2022 Q2	$786K	Sell	11,024 -100	-0.9%	-$7.34K	0.33%	74
2022 Q1	$807K	Hold	11,124	–	–	0.29%	77
2021 Q4	$763K	Buy	+11,124	New	+$709K	0.27%	76

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

High Net Worth Advisory Group's SO Position: Q2 2026 in Review

High Net Worth Advisory Group held its Southern Company (SO) position steady in Q2 2026 at 15,874 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #71.

High Net Worth Advisory Group first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

High Net Worth Advisory Group held 15,874 shares of Southern Company worth $1.52M as of Q2 2026.
High Net Worth Advisory Group left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.32% of High Net Worth Advisory Group's portfolio in Q2 2026, its #71 holding.
High Net Worth Advisory Group first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Southern Company position peaked at $1.54M in Q3 2024.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.