Primoris Wealth Advisors’s Southern Company SO Stock Holding History

Primoris 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	$1.72M	Hold	17,944	–	–	0.78%	38
2026 Q1	$1.73M	Hold	17,944	–	–	1.21%	28
2025 Q4	$1.56M	Hold	17,944	–	–	0.94%	34
2025 Q3	$1.7M	Buy	17,944 +650	+4%	+$60.7K	1.08%	29
2025 Q2	$1.59M	Sell	17,294 -1,200	-6%	-$108K	1.08%	31
2025 Q1	$1.7M	Hold	18,494	–	–	1.32%	27
2024 Q4	$1.52M	Hold	18,494	–	–	1.16%	27
2024 Q3	$1.67M	Hold	18,494	–	–	1.21%	29
2024 Q2	$1.43M	Buy	+18,494	New	+$1.4M	1.15%	28

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

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

Primoris Wealth Advisors held its Southern Company (SO) position steady in Q2 2026 at 17,944 shares worth $1.72M. The position accounts for 0.78% of the portfolio, ranked #38.

Primoris Wealth Advisors first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Primoris Wealth Advisors held 17,944 shares of Southern Company worth $1.72M as of Q2 2026.
Primoris Wealth Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.78% of Primoris Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Primoris Wealth Advisors first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Primoris Wealth Advisors's Southern Company position peaked at $1.73M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.