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Opal Wealth Advisors’s Southern Company SO Stock Holding History

Opal 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 		– Sell
-470
Closed -$45.4K – 526
2026
Q1 		$45.4K Buy
+470
New +$43.5K 0.01% 423
2025
Q3 		– Sell
-675
Closed -$62K – 491
2025
Q2 		$62K Buy
675
+133
+25% +$11.9K 0.02% 345
2025
Q1 		$49.8K Buy
+542
New +$46.9K 0.02% 357
2024
Q3 		– Sell
-852
Closed -$66.1K – 1013
2024
Q2 		$66.1K Buy
+852
New +$64.6K 0.02% 322

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

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

Opal Wealth Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 470 shares — an estimated $45.4K sold.

Opal Wealth Advisors first reported a position in SO in Q2 2024 and held it in 4 quarters. The position peaked at $66.1K in Q2 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 470 Southern Company shares in Q2 2026, an estimated $45.4K.
  • Opal Wealth Advisors first reported a position in Southern Company in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Southern Company position peaked at $66.1K in Q2 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.