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Prevail Innovative Wealth Advisors’s Southern Company SO Stock Holding History

Prevail Innovative 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 		$235K Buy
2,451
+35
+1% +$3.29K 0.03% 181
2026
Q1 		$233K Buy
2,416
+11
+0.5% +$1.02K 0.04% 165
2025
Q4 		$210K Sell
2,405
-8
-0.3% -$730 0.04% 182
2025
Q3 		$229K Buy
2,413
+8
+0.3% +$747 0.04% 192
2025
Q2 		$221K Hold
2,405
– – 0.05% 186
2025
Q1 		$221K Buy
+2,405
New +$208K 0.06% 165
2024
Q4 		– Sell
-2,405
Closed -$217K – 198
2024
Q3 		$217K Buy
+2,405
New +$205K 0.07% 151

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

Prevail Innovative Wealth Advisors's SO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Southern Company (SO) stake by 1.4% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,451 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #181.

Prevail Innovative Wealth Advisors first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 2,451 shares of Southern Company worth $235K as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 35 Southern Company shares in Q2 2026, an estimated $3.29K.
  • Southern Company made up 0.03% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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