Portus Wealth Advisors’s Southern Company SO Stock Holding History

Portus 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	–	Sell	-15	Closed	-$1.45K	–	454
2026 Q1	$1.45K	Buy	+15	New	+$1.39K	﹤0.01%	329

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Portus Wealth Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 15 shares — an estimated $1.45K sold.

Portus Wealth Advisors first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $1.45K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Portus Wealth Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 15 Southern Company shares in Q2 2026, an estimated $1.45K.
Portus Wealth Advisors first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Southern Company position peaked at $1.45K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.