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Navigoe Wealth Management’s Southern Company SO Stock Holding History

Navigoe 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 		$19K Buy
205
+5
+3% +$471 0.01% 122
2026
Q1 		$19K Hold
200
– – 0.01% 104
2025
Q4 		$17K Hold
200
– – 0.01% 116
2025
Q3 		$18K Hold
200
– – 0.01% 117
2025
Q2 		$18K Hold
200
– – 0.01% 97
2025
Q1 		$18K Hold
200
– – 0.02% 97
2024
Q4 		$16K Buy
+200
New +$17.5K 0.02% 98

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

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

Navigoe Wealth Management increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $471 and bringing the position to 205 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #122.

Navigoe Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Navigoe Wealth Management held 205 shares of Southern Company worth $19K as of Q2 2026.
  • Navigoe Wealth Management bought 5 Southern Company shares in Q2 2026, an estimated $471.
  • Southern Company made up 0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Navigoe Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.