Level Wealth Management’s Southern Company SO Stock Holding History

Level 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	$400K	Sell	4,179 -72	-2%	-$6.78K	0.16%	47
2026 Q1	$410K	Buy	4,251 +76	+2%	+$7.03K	0.19%	36
2025 Q4	$364K	Buy	4,175 +1	+0%	+$91	0.19%	40
2025 Q3	$396K	Buy	4,174 +2	+0%	+$187	0.21%	40
2025 Q2	$383K	Hold	4,172	–	–	0.22%	42
2025 Q1	$384K	Hold	4,172	–	–	0.25%	35
2024 Q4	$343K	Buy	+4,172	New	+$366K	0.24%	38

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

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

Level Wealth Management reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $6.78K and leaving 4,179 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #47.

Level Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q1 2026. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Level Wealth Management held 4,179 shares of Southern Company worth $400K as of Q2 2026.
Level Wealth Management sold 72 Southern Company shares in Q2 2026, an estimated $6.78K.
Southern Company made up 0.16% of Level Wealth Management's portfolio in Q2 2026, its #47 holding.
Level Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Level Wealth Management's Southern Company position peaked at $410K in Q1 2026.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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