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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
Q2 		$547K Buy
5,713
+103
+2% +$9.7K 0.03% 140
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
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

Moss Adams Wealth Advisors's SO Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Southern Company (SO) stake by 1.8% in Q2 2026, buying an estimated $9.7K and bringing the position to 5,713 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #140.

Moss Adams Wealth Advisors first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Moss Adams Wealth Advisors held 5,713 shares of Southern Company worth $547K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 103 Southern Company shares in Q2 2026, an estimated $9.7K.
  • Southern Company made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Moss Adams Wealth Advisors first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.