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Medallion Wealth Advisors’s Southern Company SO Stock Holding History

Medallion 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 		$22.5K Sell
235
-1,362
-85% -$128K 0.01% 617
2026
Q1 		$154K Sell
1,597
-106
-6% -$9.81K 0.05% 286
2025
Q4 		$149K Hold
1,703
– – 0.05% 284
2025
Q3 		$161K Hold
1,703
– – 0.06% 261
2025
Q2 		$156K Hold
1,703
– – 0.06% 259
2025
Q1 		$157K Hold
1,703
– – 0.07% 236
2024
Q4 		$154K Buy
+1,703
New +$149K 0.08% 218

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

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

Medallion Wealth Advisors reduced its Southern Company (SO) stake by 85% in Q2 2026, selling an estimated $128K and leaving 235 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #617.

Medallion Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q3 2025. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Medallion Wealth Advisors held 235 shares of Southern Company worth $22.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,362 Southern Company shares in Q2 2026, an estimated $128K.
  • Southern Company made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #617 holding.
  • Medallion Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Southern Company position peaked at $161K in Q3 2025.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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