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Pathway Financial Advisers’s Southern Company SO Stock Holding History

Pathway Financial Advisers’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 		$4.32M Sell
45,111
-4
-0% -$377 1.09% 31
2026
Q1 		$4.35M Buy
45,115
+1,246
+3% +$115K 1.23% 24
2025
Q4 		$3.83M Sell
43,869
-61
-0.1% -$5.57K 1.11% 30
2025
Q3 		$4.15M Sell
43,930
-3,511
-7% -$328K 1.21% 25
2025
Q2 		$4.36M Buy
47,441
+578
+1% +$51.9K 1.41% 18
2025
Q1 		$4.31M Sell
46,863
-3,322
-7% -$288K 1.48% 19
2024
Q4 		$4.13M Sell
50,185
-922
-2% -$80.9K 1.38% 17
2024
Q3 		$4.61M Sell
51,107
-4,900
-9% -$419K 2.09% 10
2024
Q2 		$4.34M Sell
56,007
-584
-1% -$44.3K 1.55% 14
2024
Q1 		$4.06M Sell
56,591
-1,219
-2% -$84.1K 1.46% 16
2023
Q4 		$4.05M Sell
57,810
-664
-1% -$45.6K 1.54% 14
2023
Q3 		$3.78M Buy
+58,474
New +$4.06M 1.56% 13
2023
Q1 		$4.05M Buy
58,157
+1,307
+2% +$88K 1.63% 14
2022
Q4 		$4.06M Buy
+56,850
New +$3.8M 1.65% 12

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

Pathway Financial Advisers's SO Position: Q2 2026 in Review

Pathway Financial Advisers reduced its Southern Company (SO) stake by 0.01% in Q2 2026, selling an estimated $377 and leaving 45,111 shares worth $4.32M. The position accounts for 1.09% of the portfolio, ranked #31.

Pathway Financial Advisers first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.61M in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pathway Financial Advisers held 45,111 shares of Southern Company worth $4.32M as of Q2 2026.
  • Pathway Financial Advisers sold 4 Southern Company shares in Q2 2026, an estimated $377.
  • Southern Company made up 1.09% of Pathway Financial Advisers's portfolio in Q2 2026, its #31 holding.
  • Pathway Financial Advisers first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • Pathway Financial Advisers's Southern Company position peaked at $4.61M in Q3 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.