IWA
SO icon

Icon Wealth Advisors’s Southern Company SO Stock Holding History

Icon 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
Q2 		$859K Buy
8,976
+4,582
+104% +$431K 0.05% 202
2026
Q1 		$411K Buy
+4,394
New +$406K 0.03% 276

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

Icon Wealth Advisors's SO Position: Q2 2026 in Review

Icon Wealth Advisors increased its Southern Company (SO) stake by 104% in Q2 2026, buying an estimated $431K and bringing the position to 8,976 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #202.

Icon Wealth Advisors first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Icon Wealth Advisors held 8,976 shares of Southern Company worth $859K as of Q2 2026.
  • Icon Wealth Advisors bought 4,582 Southern Company shares in Q2 2026, an estimated $431K.
  • Southern Company made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Icon Wealth Advisors first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.