Moss Adams Wealth Advisors’s Southern Company SO Stock Holding History

Moss Adams 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 Q1	$541K	Buy	5,610 +342	+6%	+$31.6K	0.04%	130
2025 Q4	$459K	Sell	5,268 -130	-2%	-$11.9K	0.03%	142
2025 Q3	$512K	Sell	5,398 -3	-0.1%	-$280	0.04%	127
2025 Q2	$496K	Buy	5,401 +77	+1%	+$6.92K	0.05%	128
2025 Q1	$490K	Buy	5,324 +1,115	+26%	+$96.5K	0.05%	111
2024 Q4	$346K	Sell	4,209 -86	-2%	-$7.54K	0.04%	135
2024 Q3	$387K	Buy	4,295 +92	+2%	+$7.86K	0.04%	123
2024 Q2	$326K	Buy	4,203 +613	+17%	+$46.5K	0.05%	112
2024 Q1	$258K	Buy	+3,590	New	+$248K	0.04%	123

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Moss Adams Wealth Advisors's SO Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Southern Company (SO) stake by 6.5% in Q1 2026, buying an estimated $31.6K and bringing the position to 5,610 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #130.

Moss Adams Wealth Advisors first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Moss Adams Wealth Advisors held 5,610 shares of Southern Company worth $541K as of Q1 2026.
Moss Adams Wealth Advisors bought 342 Southern Company shares in Q1 2026, an estimated $31.6K.
Southern Company made up 0.04% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #130 holding.
Moss Adams Wealth Advisors first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.