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Midland Wealth Advisors’s Southern Company SO Stock Holding History

Midland 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 		$223K Sell
2,333
-410
-15% -$38.6K 0.01% 153
2026
Q1 		$265K Sell
2,743
-2,132
-44% -$197K 0.01% 142
2025
Q4 		$425K Sell
4,875
-1,198
-20% -$109K 0.02% 117
2025
Q3 		$576K Sell
6,073
-675
-10% -$63K 0.03% 104
2025
Q2 		$620K Sell
6,748
-836
-11% -$75.1K 0.03% 104
2025
Q1 		$697K Sell
7,584
-881
-10% -$76.3K 0.04% 100
2024
Q4 		$697K Sell
8,465
-403
-5% -$35.4K 0.04% 108
2024
Q3 		$800K Sell
8,868
-5,267
-37% -$450K 0.05% 108
2024
Q2 		$1.1M Buy
14,135
+3,470
+33% +$263K 0.07% 82
2024
Q1 		$765K Buy
10,665
+1,995
+23% +$138K 0.05% 108
2023
Q4 		$608K Buy
+8,670
New +$595K 0.04% 121

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

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

Midland Wealth Advisors reduced its Southern Company (SO) stake by 15% in Q2 2026, selling an estimated $38.6K and leaving 2,333 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #153.

Midland Wealth Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2024. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Midland Wealth Advisors held 2,333 shares of Southern Company worth $223K as of Q2 2026.
  • Midland Wealth Advisors sold 410 Southern Company shares in Q2 2026, an estimated $38.6K.
  • Southern Company made up 0.01% of Midland Wealth Advisors's portfolio in Q2 2026, its #153 holding.
  • Midland Wealth Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Southern Company position peaked at $1.1M in Q2 2024.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.