Pure Financial Advisors’s Southern Company SO Stock Holding History

Pure Financial 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	$936K	Buy	9,781 +1,819	+23%	+$171K	0.01%	258
2026 Q1	$768K	Buy	7,962 +1,677	+27%	+$155K	0.01%	254
2025 Q4	$548K	Sell	6,285 -72	-1%	-$6.57K	0.01%	296
2025 Q3	$602K	Buy	6,357 +1,063	+20%	+$99.2K	0.01%	277
2025 Q2	$486K	Buy	5,294 +2,170	+69%	+$195K	0.01%	298
2025 Q1	$287K	Buy	3,124 +459	+17%	+$39.7K	0.01%	320
2024 Q4	$219K	Buy	2,665 +93	+4%	+$8.16K	0.01%	326
2024 Q3	$232K	Buy	+2,572	New	+$220K	0.01%	302
2024 Q1	–	Sell	-3,311	Closed	-$232K	–	324
2023 Q4	$232K	Buy	+3,311	New	+$227K	0.01%	275

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

Pure Financial Advisors's SO Position: Q2 2026 in Review

Pure Financial Advisors increased its Southern Company (SO) stake by 23% in Q2 2026, buying an estimated $171K and bringing the position to 9,781 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #258.

Pure Financial Advisors first reported a position in SO in Q4 2023 and has held it in 9 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Pure Financial Advisors held 9,781 shares of Southern Company worth $936K as of Q2 2026.
Pure Financial Advisors bought 1,819 Southern Company shares in Q2 2026, an estimated $171K.
Southern Company made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #258 holding.
Pure Financial Advisors first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.