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Lineweaver Wealth Advisors’s Southern Company SO Stock Holding History

Lineweaver 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 		$2.45M Buy
25,615
+1,360
+6% +$128K 0.29% 77
2026
Q1 		$2.34M Buy
24,255
+1,777
+8% +$164K 0.32% 68
2025
Q4 		$1.96M Buy
22,478
+1,648
+8% +$150K 0.27% 73
2025
Q3 		$1.97M Buy
20,830
+676
+3% +$63.1K 0.29% 66
2025
Q2 		$1.85M Buy
20,154
+1,849
+10% +$166K 0.29% 70
2025
Q1 		$1.68M Buy
18,305
+2,111
+13% +$183K 0.29% 72
2024
Q4 		$1.33M Buy
16,194
+1,469
+10% +$129K 0.25% 79
2024
Q3 		$1.33M Buy
14,725
+461
+3% +$39.4K 0.25% 74
2024
Q2 		$1.11M Buy
14,264
+408
+3% +$30.9K 0.23% 77
2024
Q1 		$994K Buy
13,856
+1,946
+16% +$134K 0.24% 80
2023
Q4 		$836K Buy
11,910
+5,586
+88% +$384K 0.22% 83
2023
Q3 		$409K Buy
+6,324
New +$439K 0.12% 104

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

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

Lineweaver Wealth Advisors increased its Southern Company (SO) stake by 5.6% in Q2 2026, buying an estimated $128K and bringing the position to 25,615 shares worth $2.45M. The position accounts for 0.29% of the portfolio, ranked #77.

Lineweaver Wealth Advisors first reported a position in SO in Q3 2023 and has held it in 12 quarters since. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Lineweaver Wealth Advisors held 25,615 shares of Southern Company worth $2.45M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,360 Southern Company shares in Q2 2026, an estimated $128K.
  • Southern Company made up 0.29% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Lineweaver Wealth Advisors first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.