IVC Wealth Advisors
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IVC Wealth Advisors’s Southern Company SO Stock Holding History

IVC Wealth 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
Q3 		$423K Sell
5,104
-522
-9% -$47.6K 0.17% 103
2026
Q2 		$538K Sell
5,626
-34
-0.6% -$3.2K 0.21% 87
2026
Q1 		$546K Sell
5,660
-81
-1% -$7.49K 0.24% 82
2025
Q4 		$501K Buy
5,741
+165
+3% +$15.1K 0.22% 85
2025
Q3 		$528K Buy
5,576
+72
+1% +$6.72K 0.24% 77
2025
Q2 		$505K Sell
5,504
-212
-4% -$19K 0.25% 76
2025
Q1 		$526K Buy
5,716
+4
+0.1% +$346 0.28% 73
2024
Q4 		$470K Sell
5,712
-2,136
-27% -$187K 0.26% 77
2024
Q3 		$708K Buy
7,848
+42
+0.5% +$3.59K 0.39% 60
2024
Q2 		$606K Buy
7,806
+1,205
+18% +$91.3K 0.34% 67
2024
Q1 		$474K Buy
6,601
+258
+4% +$17.8K 0.27% 84
2023
Q4 		$445K Sell
6,343
-320
-5% -$22K 0.28% 84
2023
Q3 		$431K Sell
6,663
-48
-0.7% -$3.33K 0.29% 87
2023
Q2 		$471K Buy
6,711
+188
+3% +$13.5K 0.3% 84
2023
Q1 		$454K Sell
6,523
-867
-12% -$58.4K 0.32% 75
2022
Q4 		$528K Sell
7,390
-443
-6% -$29.6K 0.39% 68
2022
Q3 		$533K Buy
7,833
+1,192
+18% +$90.3K 0.43% 63
2022
Q2 		$474K Sell
6,641
-155
-2% -$11.4K 0.37% 66
2022
Q1 		$493K Buy
6,796
+171
+3% +$11.6K 0.32% 74
2021
Q4 		$454K Buy
6,625
+216
+3% +$13.8K 0.29% 90
2021
Q3 		$397K Sell
6,409
-408
-6% -$26.3K 0.27% 91
2021
Q2 		$412K Buy
6,817
+450
+7% +$28.8K 0.29% 86
2021
Q1 		$396K Buy
6,367
+325
+5% +$19.5K 0.31% 85
2020
Q4 		$371K Buy
+6,042
New +$363K 0.35% 76

Other funds holding SO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

IVC Wealth Advisors's SO Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Southern Company (SO) stake by 9.3% in Q3 2026, selling an estimated $47.6K and leaving 5,104 shares worth $423K. The position accounts for 0.17% of the portfolio, ranked #103.

IVC Wealth Advisors first reported a position in SO in Q4 2020 and has held it in 24 quarters since. The position peaked at $708K in Q3 2024. 1,767 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • IVC Wealth Advisors held 5,104 shares of Southern Company worth $423K as of Q3 2026.
  • IVC Wealth Advisors sold 522 Southern Company shares in Q3 2026, an estimated $47.6K.
  • Southern Company made up 0.17% of IVC Wealth Advisors's portfolio in Q3 2026, its #103 holding.
  • IVC Wealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Southern Company position peaked at $708K in Q3 2024.
  • 1,767 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.