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Principia Wealth Advisory’s Southern Company SO Stock Holding History

Principia Wealth Advisory’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 		$13.6K Buy
142
+50
+54% +$4.71K 0.01% 209
2026
Q1 		$8.88K Buy
92
+23
+33% +$2.13K 0.01% 224
2025
Q4 		$6.02K Hold
69
– – ﹤0.01% 246
2025
Q3 		$6.54K Buy
69
+9
+15% +$840 ﹤0.01% 241
2025
Q2 		$5.51K Buy
60
+9
+18% +$808 ﹤0.01% 223
2025
Q1 		$4.48K Buy
51
+17
+50% +$1.47K ﹤0.01% 193
2024
Q4 		$2.8K Buy
+34
New +$2.98K ﹤0.01% 197

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

Principia Wealth Advisory's SO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Southern Company (SO) stake by 54% in Q2 2026, buying an estimated $4.71K and bringing the position to 142 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #209.

Principia Wealth Advisory first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Principia Wealth Advisory held 142 shares of Southern Company worth $13.6K as of Q2 2026.
  • Principia Wealth Advisory bought 50 Southern Company shares in Q2 2026, an estimated $4.71K.
  • Southern Company made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #209 holding.
  • Principia Wealth Advisory first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.