Interactive Financial Advisors’s Southern Company SO Stock Holding History

Interactive Financial Advisors’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	$211K	Hold	2,208	–	–	0.13%	73
2026 Q1	$213K	Buy	+2,208	New	+$204K	0.14%	75
2025 Q4	–	Sell	-2,208	Closed	-$209K	–	83
2025 Q3	$209K	Hold	2,208	–	–	0.11%	80
2025 Q2	$203K	Hold	2,208	–	–	0.1%	87
2025 Q1	$203K	Buy	+2,208	New	+$191K	0.11%	84
2023 Q1	–	Sell	-2,208	Closed	-$158K	–	144
2022 Q4	$158K	Hold	2,208	–	–	0.09%	100
2022 Q3	$150K	Hold	2,208	–	–	0.09%	96
2022 Q2	$157K	Hold	2,208	–	–	0.08%	86
2022 Q1	$160K	Sell	2,208 -65	-3%	-$4.4K	0.07%	94
2021 Q4	$152K	Buy	2,273 +65	+3%	+$4.14K	0.06%	95
2021 Q3	$137K	Hold	2,208	–	–	0.06%	94
2021 Q2	$134K	Hold	2,208	–	–	0.05%	98
2021 Q1	$137K	Hold	2,208	–	–	0.06%	93
2020 Q4	$136K	Hold	2,208	–	–	0.06%	87
2020 Q3	$120K	Hold	2,208	–	–	0.06%	82
2020 Q2	$114K	Hold	2,208	–	–	0.06%	81
2020 Q1	$120K	Hold	2,208	–	–	0.11%	53
2019 Q4	$141K	Hold	2,208	–	–	0.06%	85
2019 Q3	$136K	Hold	2,208	–	–	0.06%	80
2019 Q2	$122K	Hold	2,208	–	–	0.06%	84
2019 Q1	$114K	Buy	+2,208	New	+$108K	0.05%	76

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

Interactive Financial Advisors's SO Position: Q2 2026 in Review

Interactive Financial Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,208 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #73.

Interactive Financial Advisors first reported a position in SO in Q1 2019 and has held it in 21 quarters since. The position peaked at $213K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Interactive Financial Advisors held 2,208 shares of Southern Company worth $211K as of Q2 2026.
Interactive Financial Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.13% of Interactive Financial Advisors's portfolio in Q2 2026, its #73 holding.
Interactive Financial Advisors first reported a position in Southern Company in Q1 2019 and has held it in 21 quarters since.
Interactive Financial Advisors's Southern Company position peaked at $213K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.