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Prestige Wealth Management Group’s Southern Company SO Stock Holding History

Prestige Wealth Management 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 		$27.4K Hold
286
– – 0.01% 324
2026
Q1 		$27.6K Buy
286
+33
+13% +$3.05K 0.01% 312
2025
Q4 		$22.1K Sell
253
-3
-1% -$274 ﹤0.01% 336
2025
Q3 		$24.3K Sell
256
-1
-0.4% -$93 ﹤0.01% 337
2025
Q2 		$23.6K Buy
257
+13
+5% +$1.17K ﹤0.01% 334
2025
Q1 		$22.4K Buy
244
+6
+3% +$519 ﹤0.01% 334
2024
Q4 		$19.6K Hold
238
– – ﹤0.01% 356
2024
Q3 		$21.5K Hold
238
– – ﹤0.01% 335
2024
Q2 		$18.5K Sell
238
-117
-33% -$8.87K ﹤0.01% 320
2024
Q1 		$25.5K Sell
355
-190
-35% -$13.1K 0.01% 322
2023
Q4 		$38.2K Hold
545
– – 0.01% 268
2023
Q3 		$35.3K Hold
545
– – 0.01% 274
2023
Q2 		$38.3K Sell
545
-43
-7% -$3.08K 0.01% 289
2023
Q1 		$40.9K Hold
588
– – 0.01% 262
2022
Q4 		$42K Hold
588
– – 0.01% 274
2022
Q3 		$40K Sell
588
-3
-0.5% -$227 0.01% 244
2022
Q2 		$42K Sell
591
-11
-2% -$808 0.01% 252
2022
Q1 		$43K Sell
602
-11
-2% -$745 0.01% 257
2021
Q4 		$42K Hold
613
– – 0.01% 280
2021
Q3 		$38K Hold
613
– – 0.01% 283
2021
Q2 		$37K Sell
613
-1
-0.2% -$64 0.01% 275
2021
Q1 		$38K Buy
614
+95
+18% +$5.69K 0.01% 278
2020
Q4 		$32K Sell
519
-338
-39% -$20.3K 0.01% 293
2020
Q3 		$46K Buy
857
+25
+3% +$1.34K 0.01% 259
2020
Q2 		$43K Buy
832
+139
+20% +$7.73K 0.02% 240
2020
Q1 		$38K Buy
693
+568
+454% +$36K 0.02% 207
2019
Q4 		$8K Hold
125
– – ﹤0.01% 369
2019
Q3 		$8K Buy
125
+87
+229% +$5.04K ﹤0.01% 365
2019
Q2 		$2K Hold
38
– – ﹤0.01% 462
2019
Q1 		$2K Sell
38
-119
-76% -$5.83K ﹤0.01% 460
2018
Q4 		$7K Buy
+157
New +$7.14K 0.01% 521

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 $3.38T AUM 44.17% 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

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

Prestige Wealth Management Group held its Southern Company (SO) position steady in Q2 2026 at 286 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #324.

Prestige Wealth Management Group first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $46K in Q3 2020. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Prestige Wealth Management Group held 286 shares of Southern Company worth $27.4K as of Q2 2026.
  • Prestige Wealth Management Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #324 holding.
  • Prestige Wealth Management Group first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Southern Company position peaked at $46K in Q3 2020.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.