Pension & Wealth Management Advisors’s Southern Company SO Stock Holding History

Pension & Wealth Management 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	$33K	Hold	345	–	–	0.01%	364
2026 Q1	$33.3K	Hold	345	–	–	0.01%	336
2025 Q4	$30.1K	Hold	345	–	–	0.01%	356
2025 Q3	$32.7K	Hold	345	–	–	0.01%	328
2025 Q2	$31.7K	Hold	345	–	–	0.01%	310
2025 Q1	$31.7K	Hold	345	–	–	0.01%	303
2024 Q4	$28.4K	Hold	345	–	–	0.01%	312
2024 Q3	$31.1K	Hold	345	–	–	0.02%	259
2024 Q2	$26.8K	Hold	345	–	–	0.02%	244
2024 Q1	$24.8K	Buy	+345	New	+$23.8K	0.02%	240

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pension & Wealth Management Advisors's SO Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Southern Company (SO) position steady in Q2 2026 at 345 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #364.

Pension & Wealth Management Advisors first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $33.3K in Q1 2026. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Pension & Wealth Management Advisors held 345 shares of Southern Company worth $33K as of Q2 2026.
Pension & Wealth Management Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #364 holding.
Pension & Wealth Management Advisors first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Pension & Wealth Management Advisors's Southern Company position peaked at $33.3K in Q1 2026.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.