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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SO Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Southern Company (SO) stake by 0.46% in Q1 2026, buying an estimated $1.02K and bringing the position to 2,416 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #165.

Prevail Innovative Wealth Advisors first reported a position in SO in Q3 2024 and has held it in 6 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 2,416 shares of Southern Company worth $233K as of Q1 2026.
  • Prevail Innovative Wealth Advisors bought 11 Southern Company shares in Q1 2026, an estimated $1.02K.
  • Southern Company made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.