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One Wealth Advisors’s Southern Company SO Stock Holding History

One 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 		$319K Buy
+3,335
New +$314K 0.04% 252
2023
Q1 		– Sell
-285
Closed -$20.4K – 535
2022
Q4 		$20.4K Buy
+285
New +$19.1K ﹤0.01% 527

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 $3.38T AUM 44.17% 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

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

One Wealth Advisors opened a new position in Southern Company (SO) in Q2 2026: 3,335 shares worth $319K. The stake represents 0.04% of the portfolio and ranks #252 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in SO as recently as Q4 2022.

One Wealth Advisors first reported a position in SO in Q4 2022 and has held it in 2 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • One Wealth Advisors held 3,335 shares of Southern Company worth $319K as of Q2 2026.
  • Southern Company was a new One Wealth Advisors position in Q2 2026.
  • Southern Company made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • One Wealth Advisors first reported a position in Southern Company in Q4 2022 and has held it in 2 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.