Integris Wealth Management’s Southern Company SO Stock Holding History

Integris Wealth Management’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	$334K	Hold	3,488	–	–	0.07%	91
2026 Q1	$337K	Hold	3,488	–	–	0.08%	83
2025 Q4	$304K	Hold	3,488	–	–	0.07%	92
2025 Q3	$331K	Hold	3,488	–	–	0.08%	88
2025 Q2	$320K	Hold	3,488	–	–	0.08%	83
2025 Q1	$321K	Sell	3,488 -112	-3%	-$9.7K	0.09%	76
2024 Q4	$296K	Hold	3,600	–	–	0.08%	82
2024 Q3	$325K	Hold	3,600	–	–	0.09%	73
2024 Q2	$279K	Hold	3,600	–	–	0.08%	77
2024 Q1	$258K	Hold	3,600	–	–	0.07%	84
2023 Q4	$252K	Hold	3,600	–	–	0.07%	82
2023 Q3	$233K	Hold	3,600	–	–	0.08%	80
2023 Q2	$253K	Hold	3,600	–	–	0.09%	73
2023 Q1	$250K	Hold	3,600	–	–	0.09%	71
2022 Q4	$257K	Buy	+3,600	New	+$241K	0.1%	69

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

Integris Wealth Management's SO Position: Q2 2026 in Review

Integris Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 3,488 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #91.

Integris Wealth Management first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $337K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Integris Wealth Management held 3,488 shares of Southern Company worth $334K as of Q2 2026.
Integris Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.07% of Integris Wealth Management's portfolio in Q2 2026, its #91 holding.
Integris Wealth Management first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Integris Wealth Management's Southern Company position peaked at $337K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.