PWS
SO icon

Proactive Wealth Strategies’s Southern Company SO Stock Holding History

Proactive Wealth Strategies’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 		$368K Buy
3,848
+18
+0.5% +$1.7K 0.06% 169
2026
Q1 		$370K Buy
+3,830
New +$354K 0.07% 164

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Proactive Wealth Strategies's SO Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Southern Company (SO) stake by 0.47% in Q2 2026, buying an estimated $1.7K and bringing the position to 3,848 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #169.

Proactive Wealth Strategies first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $370K in Q1 2026. 1,649 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Proactive Wealth Strategies held 3,848 shares of Southern Company worth $368K as of Q2 2026.
  • Proactive Wealth Strategies bought 18 Southern Company shares in Q2 2026, an estimated $1.7K.
  • Southern Company made up 0.06% of Proactive Wealth Strategies's portfolio in Q2 2026, its #169 holding.
  • Proactive Wealth Strategies first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Proactive Wealth Strategies's Southern Company position peaked at $370K in Q1 2026.
  • 1,649 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.