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Pinnacle Wealth Management Advisory Group’s Southern Company SO Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$3.48M Buy
36,314
+1,467
+4% +$138K 0.21% 92
2026
Q1 		$3.36M Buy
34,847
+598
+2% +$55.3K 0.23% 92
2025
Q4 		$2.99M Buy
34,249
+850
+3% +$77.6K 0.21% 92
2025
Q3 		$3.17M Buy
33,399
+2,526
+8% +$236K 0.24% 87
2025
Q2 		$2.84M Sell
30,873
-536
-2% -$48.1K 0.24% 84
2025
Q1 		$2.89M Buy
31,409
+1,139
+4% +$98.6K 0.27% 82
2024
Q4 		$2.49M Buy
30,270
+313
+1% +$27.5K 0.23% 83
2024
Q3 		$2.7M Sell
29,957
-46
-0.2% -$3.93K 0.26% 79
2024
Q2 		$2.33M Buy
30,003
+428
+1% +$32.4K 0.24% 86
2024
Q1 		$2.12M Buy
29,575
+101
+0.3% +$6.97K 0.23% 86
2023
Q4 		$2.07M Sell
29,474
-301
-1% -$20.7K 0.24% 84
2023
Q3 		$1.93M Sell
29,775
-959
-3% -$66.6K 0.25% 83
2023
Q2 		$2.16M Buy
30,734
+25,189
+454% +$1.81M 0.27% 81
2023
Q1 		$386K Buy
5,545
+947
+21% +$63.8K 0.05% 204
2022
Q4 		$328K Buy
4,598
+554
+14% +$37K 0.05% 214
2022
Q3 		$275K Buy
4,044
+728
+22% +$55.1K 0.05% 218
2022
Q2 		$236K Buy
+3,316
New +$243K 0.04% 257

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

Pinnacle Wealth Management Advisory Group's SO Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Southern Company (SO) stake by 4.2% in Q2 2026, buying an estimated $138K and bringing the position to 36,314 shares worth $3.48M. The position accounts for 0.21% of the portfolio, ranked #92.

Pinnacle Wealth Management Advisory Group first reported a position in SO in Q2 2022 and has held it in 17 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 36,314 shares of Southern Company worth $3.48M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 1,467 Southern Company shares in Q2 2026, an estimated $138K.
  • Southern Company made up 0.21% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #92 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.