IWS
SO icon

Intentional Wealth Strategies’s Southern Company SO Stock Holding History

Intentional Wealth Strategies’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
-25
Closed -$2.41K – 772
2026
Q1 		$2.41K Buy
+25
New +$2.31K ﹤0.01% 627

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

Intentional Wealth Strategies's SO Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Southern Company (SO) in Q2 2026, closing a stake of 25 shares — an estimated $2.41K sold.

Intentional Wealth Strategies first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $2.41K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 25 Southern Company shares in Q2 2026, an estimated $2.41K.
  • Intentional Wealth Strategies first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Southern Company position peaked at $2.41K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.