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Innovative Asset Advisors Group’s Southern Company SO Stock Holding History

Innovative Asset Advisors 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 		– Sell
-1,634
Closed -$158K – 907
2026
Q1 		$158K Buy
+1,634
New +$151K 0.09% 155

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Innovative Asset Advisors Group's SO Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Southern Company (SO) in Q2 2026, closing a stake of 1,634 shares — an estimated $158K sold.

Innovative Asset Advisors Group first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $158K in Q1 2026. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,634 Southern Company shares in Q2 2026, an estimated $158K.
  • Innovative Asset Advisors Group first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Southern Company position peaked at $158K in Q1 2026.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.