Ledgewood Wealth Advisors’s Southern Company SO Stock Holding History

Ledgewood 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 Q2	$277K	Hold	2,892	–	–	0.15%	61
2026 Q1	$279K	Hold	2,892	–	–	0.16%	62
2025 Q4	$252K	Hold	2,892	–	–	0.15%	64
2025 Q3	$274K	Hold	2,892	–	–	0.16%	65
2025 Q2	$266K	Hold	2,892	–	–	0.17%	60
2025 Q1	$266K	Hold	2,892	–	–	0.17%	57
2024 Q4	$238K	Hold	2,892	–	–	0.15%	61
2024 Q3	$261K	Buy	+2,892	New	+$247K	0.18%	57

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

Ledgewood Wealth Advisors's SO Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,892 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #61.

Ledgewood Wealth Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $279K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Ledgewood Wealth Advisors held 2,892 shares of Southern Company worth $277K as of Q2 2026.
Ledgewood Wealth Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.15% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Ledgewood Wealth Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Ledgewood Wealth Advisors's Southern Company position peaked at $279K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.