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Physician Wealth Advisors’s Southern Company SO Stock Holding History

Physician 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 		$94K Buy
982
+6
+0.6% +$565 0.01% 319
2026
Q1 		$94.2K Buy
976
+95
+11% +$8.79K 0.01% 291
2025
Q4 		$76.8K Sell
881
-361
-29% -$33K 0.01% 311
2025
Q3 		$118K Buy
1,242
+916
+281% +$85.5K 0.02% 256
2025
Q2 		$29.9K Sell
326
-81
-20% -$7.28K ﹤0.01% 437
2025
Q1 		$37.4K Buy
407
+7
+2% +$606 0.01% 376
2024
Q4 		$32.9K Buy
+400
New +$35.1K 0.01% 403

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Physician Wealth Advisors increased its Southern Company (SO) stake by 0.61% in Q2 2026, buying an estimated $565 and bringing the position to 982 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #319.

Physician Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $118K in Q3 2025. 487 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Physician Wealth Advisors held 982 shares of Southern Company worth $94K as of Q2 2026.
  • Physician Wealth Advisors bought 6 Southern Company shares in Q2 2026, an estimated $565.
  • Southern Company made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • Physician Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Southern Company position peaked at $118K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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