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Powers Advisory Group’s Southern Company SO Stock Holding History

Powers 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 		$1.45M Sell
15,114
-122
-0.8% -$11.5K 0.45% 37
2026
Q1 		$1.47M Buy
15,236
+43
+0.3% +$3.98K 0.52% 35
2025
Q4 		$1.32M Buy
15,193
+144
+1% +$13.1K 0.5% 35
2025
Q3 		$1.43M Sell
15,049
-203
-1% -$19K 0.57% 32
2025
Q2 		$1.4M Buy
15,252
+83
+0.5% +$7.46K 0.62% 29
2025
Q1 		$1.39M Sell
15,169
-69
-0.5% -$5.97K 0.66% 28
2024
Q4 		$1.25M Buy
15,238
+84
+0.6% +$7.37K 0.63% 26
2024
Q3 		$1.37M Sell
15,154
-22
-0.1% -$1.88K 0.68% 26
2024
Q2 		$1.18M Buy
15,176
+89
+0.6% +$6.74K 0.64% 28
2024
Q1 		$1.08M Sell
15,087
-261
-2% -$18K 0.62% 30
2023
Q4 		$1.08M Sell
15,348
-149
-1% -$10.2K 0.66% 28
2023
Q3 		$1M Buy
15,497
+107
+0.7% +$7.43K 0.68% 28
2023
Q2 		$1.08M Buy
15,390
+108
+0.7% +$7.75K 0.72% 29
2023
Q1 		$1.06M Buy
15,282
+104
+0.7% +$7K 0.74% 31
2022
Q4 		$1.08M Sell
15,178
-16
-0.1% -$1.07K 0.8% 30
2022
Q3 		$1.03M Buy
15,194
+97
+0.6% +$7.35K 0.82% 30
2022
Q2 		$1.08M Sell
15,097
-377
-2% -$27.7K 0.83% 31
2022
Q1 		$1.12M Buy
15,474
+320
+2% +$21.7K 0.78% 30
2021
Q4 		$1.04M Buy
+15,154
New +$966K 0.73% 33

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

Powers Advisory Group's SO Position: Q2 2026 in Review

Powers Advisory Group reduced its Southern Company (SO) stake by 0.8% in Q2 2026, selling an estimated $11.5K and leaving 15,114 shares worth $1.45M. The position accounts for 0.45% of the portfolio, ranked #37.

Powers Advisory Group first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Powers Advisory Group held 15,114 shares of Southern Company worth $1.45M as of Q2 2026.
  • Powers Advisory Group sold 122 Southern Company shares in Q2 2026, an estimated $11.5K.
  • Southern Company made up 0.45% of Powers Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Powers Advisory Group first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Southern Company position peaked at $1.47M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.