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Integrated Wealth Concepts’s Southern Company SO Stock Holding History

Integrated Wealth Concepts’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 		$3.78K Buy
+126
New +$11.9K ﹤0.01% 5104

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

Integrated Wealth Concepts's SO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Southern Company (SO) stake by 26% in Q2 2026, buying an estimated $1.94M and bringing the position to 99,493 shares worth $9.52M. The position accounts for 0.05% of the portfolio, ranked #367.

Integrated Wealth Concepts first reported a position in SO in Q4 2017 and has held it in 34 quarters since. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Integrated Wealth Concepts held 99,493 shares of Southern Company worth $9.52M as of Q2 2026.
  • Integrated Wealth Concepts bought 20,559 Southern Company shares in Q2 2026, an estimated $1.94M.
  • Southern Company made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #367 holding.
  • Integrated Wealth Concepts first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.