IMA Advisory Services’s Southern Company SO Stock Holding History

IMA Advisory Services’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	$117K	Buy	1,225 +1,172	+2,211%	+$110K	0.01%	396
2026 Q1	$5.12K	Buy	53 +4	+8%	+$370	﹤0.01%	398
2025 Q4	$4.27K	Buy	49 +41	+513%	+$3.74K	﹤0.01%	471
2025 Q3	$758	Hold	8	–	–	﹤0.01%	380
2025 Q2	$735	Buy	+8	New	+$719	﹤0.01%	369
2023 Q1	–	Sell	-431	Closed	-$30.8K	–	335
2022 Q4	$30.8K	Hold	431	–	–	0.01%	204
2022 Q3	$29K	Hold	431	–	–	0.01%	203
2022 Q2	$31K	Hold	431	–	–	0.01%	210
2022 Q1	$31K	Hold	431	–	–	0.01%	180
2021 Q4	$30K	Hold	431	–	–	0.01%	186
2021 Q3	$27K	Hold	431	–	–	0.01%	180
2021 Q2	$26K	Hold	431	–	–	0.01%	177
2021 Q1	$27K	Hold	431	–	–	0.01%	180
2020 Q4	$26K	Hold	431	–	–	0.01%	167
2020 Q3	$23K	Hold	431	–	–	0.01%	168
2020 Q2	$22K	Hold	431	–	–	0.01%	169
2020 Q1	$23K	Hold	431	–	–	0.01%	173
2019 Q4	$27K	Hold	431	–	–	0.01%	172
2019 Q3	$27K	Hold	431	–	–	0.01%	175
2019 Q2	$24K	Hold	431	–	–	0.01%	174
2019 Q1	$22K	Hold	431	–	–	0.01%	183
2018 Q4	$19K	Hold	431	–	–	0.01%	187
2018 Q3	$19K	Sell	431 -16	-4%	-$737	0.01%	191
2018 Q2	$21K	Buy	+447	New	+$20K	0.01%	214

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

IMA Advisory Services's SO Position: Q2 2026 in Review

IMA Advisory Services increased its Southern Company (SO) stake by 2,211% in Q2 2026, buying an estimated $110K and bringing the position to 1,225 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #396.

IMA Advisory Services first reported a position in SO in Q2 2018 and has held it in 24 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

IMA Advisory Services held 1,225 shares of Southern Company worth $117K as of Q2 2026.
IMA Advisory Services bought 1,172 Southern Company shares in Q2 2026, an estimated $110K.
Southern Company made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #396 holding.
IMA Advisory Services first reported a position in Southern Company in Q2 2018 and has held it in 24 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.