Meadow Creek Wealth Advisors’s Southern Company SO Stock Holding History

Meadow Creek 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	$365K	Sell	3,813 -86	-2%	-$8.1K	0.22%	88
2026 Q1	$376K	Buy	3,899 +258	+7%	+$23.9K	0.24%	87
2025 Q4	$317K	Hold	3,641	–	–	0.2%	101
2025 Q3	$358K	Buy	3,641 +145	+4%	+$13.5K	0.24%	83
2025 Q2	$321K	Buy	3,496 +338	+11%	+$30.4K	0.22%	102
2025 Q1	$290K	Buy	3,158 +19	+0.6%	+$1.65K	0.22%	100
2024 Q4	$258K	Sell	3,139 -484	-13%	-$42.5K	0.19%	108
2024 Q3	$327K	Buy	3,623 +387	+12%	+$33.1K	0.26%	94
2024 Q2	$251K	Buy	3,236 +400	+14%	+$30.3K	0.24%	100
2024 Q1	$203K	Buy	+2,836	New	+$196K	0.14%	127
2022 Q2	–	Sell	-3,490	Closed	-$253K	–	102
2022 Q1	$253K	Sell	3,490 -5,622	-62%	-$381K	0.27%	93
2021 Q4	$625K	Buy	+9,112	New	+$581K	0.59%	36
2019 Q4	$566K	Buy	+8,893	New	+$551K	0.78%	30

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

Meadow Creek Wealth Advisors's SO Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Southern Company (SO) stake by 2.2% in Q2 2026, selling an estimated $8.1K and leaving 3,813 shares worth $365K. The position accounts for 0.22% of the portfolio, ranked #88.

Meadow Creek Wealth Advisors first reported a position in SO in Q4 2019 and has held it in 13 quarters since. The position peaked at $625K in Q4 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Meadow Creek Wealth Advisors held 3,813 shares of Southern Company worth $365K as of Q2 2026.
Meadow Creek Wealth Advisors sold 86 Southern Company shares in Q2 2026, an estimated $8.1K.
Southern Company made up 0.22% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Meadow Creek Wealth Advisors first reported a position in Southern Company in Q4 2019 and has held it in 13 quarters since.
Meadow Creek Wealth Advisors's Southern Company position peaked at $625K in Q4 2021.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.