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Maia Wealth’s Southern Company SO Stock Holding History

Maia Wealth’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 		$1.54M Buy
16,089
+7,341
+84% +$691K 0.23% 123
2026
Q1 		$844K Buy
8,748
+3,061
+54% +$283K 0.14% 159
2025
Q4 		$526K Buy
5,687
+577
+11% +$52.7K 0.09% 210
2025
Q3 		$464K Buy
5,110
+2,088
+69% +$195K 0.08% 219
2025
Q2 		$278K Buy
+3,022
New +$271K 0.05% 265

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

Maia Wealth's SO Position: Q2 2026 in Review

Maia Wealth increased its Southern Company (SO) stake by 84% in Q2 2026, buying an estimated $691K and bringing the position to 16,089 shares worth $1.54M. The position accounts for 0.23% of the portfolio, ranked #123.

Maia Wealth first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Maia Wealth held 16,089 shares of Southern Company worth $1.54M as of Q2 2026.
  • Maia Wealth bought 7,341 Southern Company shares in Q2 2026, an estimated $691K.
  • Southern Company made up 0.23% of Maia Wealth's portfolio in Q2 2026, its #123 holding.
  • Maia Wealth first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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