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Paces Ferry Wealth Advisors’s Southern Company SO Stock Holding History

Paces Ferry 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 		$275K Sell
2,870
-267
-9% -$25.1K 0.1% 110
2026
Q1 		$303K Sell
3,137
-180
-5% -$16.7K 0.13% 100
2025
Q4 		$289K Sell
3,317
-550
-14% -$50.2K 0.12% 100
2025
Q3 		$367K Sell
3,867
-5
-0.1% -$467 0.15% 82
2025
Q2 		$356K Sell
3,872
-106
-3% -$9.52K 0.16% 80
2025
Q1 		$366K Buy
3,978
+15
+0.4% +$1.3K 0.18% 77
2024
Q4 		$326K Buy
3,963
+11
+0.3% +$965 0.16% 84
2024
Q3 		$356K Sell
3,952
-55
-1% -$4.7K 0.21% 78
2024
Q2 		$311K Sell
4,007
-190
-5% -$14.4K 0.19% 84
2024
Q1 		$301K Sell
4,197
-759
-15% -$52.4K 0.19% 85
2023
Q4 		$348K Buy
4,956
+454
+10% +$31.2K 0.24% 77
2023
Q3 		$291K Sell
4,502
-346
-7% -$24K 0.23% 81
2023
Q2 		$341K Sell
4,848
-2,511
-34% -$180K 0.26% 72
2023
Q1 		$512K Buy
7,359
+4,523
+159% +$305K 0.41% 51
2022
Q4 		$202K Sell
2,836
-5,627
-66% -$376K 0.2% 106
2022
Q3 		$575K Sell
8,463
-323
-4% -$24.5K 0.63% 38
2022
Q2 		$627K Sell
8,786
-801
-8% -$58.8K 0.62% 39
2022
Q1 		$695K Buy
9,587
+5
+0.1% +$339 0.55% 40
2021
Q4 		$657K Buy
9,582
+341
+4% +$21.7K 0.47% 46
2021
Q3 		$573K Buy
9,241
+337
+4% +$21.7K 0.46% 52
2021
Q2 		$539K Buy
8,904
+212
+2% +$13.6K 0.41% 57
2021
Q1 		$540K Buy
8,692
+302
+4% +$18.1K 0.47% 51
2020
Q4 		$515K Sell
8,390
-5
-0.1% -$301 0.47% 51
2020
Q3 		$455K Buy
+8,395
New +$449K 0.4% 58

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

Paces Ferry Wealth Advisors's SO Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Southern Company (SO) stake by 8.5% in Q2 2026, selling an estimated $25.1K and leaving 2,870 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #110.

Paces Ferry Wealth Advisors first reported a position in SO in Q3 2020 and has held it in 24 quarters since. The position peaked at $695K in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Paces Ferry Wealth Advisors held 2,870 shares of Southern Company worth $275K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 267 Southern Company shares in Q2 2026, an estimated $25.1K.
  • Southern Company made up 0.1% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Paces Ferry Wealth Advisors first reported a position in Southern Company in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Southern Company position peaked at $695K in Q1 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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