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Navigate Wealth Management’s Southern Company SO Stock Holding History

Navigate Wealth Management’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 		$1.09M Buy
11,410
+640
+6% +$60.3K 0.67% 30
2026
Q1 		$990K Buy
+10,770
New +$996K 0.7% 29

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

Navigate Wealth Management's SO Position: Q2 2026 in Review

Navigate Wealth Management increased its Southern Company (SO) stake by 5.9% in Q2 2026, buying an estimated $60.3K and bringing the position to 11,410 shares worth $1.09M. The position accounts for 0.67% of the portfolio, ranked #30.

Navigate Wealth Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,341 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Navigate Wealth Management held 11,410 shares of Southern Company worth $1.09M as of Q2 2026.
  • Navigate Wealth Management bought 640 Southern Company shares in Q2 2026, an estimated $60.3K.
  • Southern Company made up 0.67% of Navigate Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Navigate Wealth Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.