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 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 $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

High Net Worth Advisory Group's SO Position: Q1 2026 in Review

High Net Worth Advisory Group held its Southern Company (SO) position steady in Q1 2026 at 15,874 shares worth $1.53M. The position accounts for 0.36% of the portfolio, ranked #66.

High Net Worth Advisory Group first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

High Net Worth Advisory Group held 15,874 shares of Southern Company worth $1.53M as of Q1 2026.
High Net Worth Advisory Group left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.36% of High Net Worth Advisory Group's portfolio in Q1 2026, its #66 holding.
High Net Worth Advisory Group first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Southern Company position peaked at $1.54M in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.