Resolute Wealth Strategies’s Southern Company SO Stock Holding History

Resolute 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	$430K	Sell	4,489 -308	-6%	-$29K	0.17%	76
2026 Q1	$463K	Buy	4,797 +41	+0.9%	+$3.79K	0.2%	68
2025 Q4	$415K	Buy	4,756 +5	+0.1%	+$456	0.18%	69
2025 Q3	$450K	Buy	4,751 +4	+0.1%	+$373	0.21%	66
2025 Q2	$436K	Buy	4,747 +5	+0.1%	+$449	0.23%	67
2025 Q1	$436K	Buy	4,742 +2,169	+84%	+$188K	0.24%	61
2024 Q4	$212K	Buy	2,573 +4	+0.2%	+$351	0.11%	91
2024 Q3	$232K	Buy	+2,569	New	+$219K	0.12%	87

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

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

Resolute Wealth Strategies reduced its Southern Company (SO) stake by 6.4% in Q2 2026, selling an estimated $29K and leaving 4,489 shares worth $430K. The position accounts for 0.17% of the portfolio, ranked #76.

Resolute Wealth Strategies first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $463K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Resolute Wealth Strategies held 4,489 shares of Southern Company worth $430K as of Q2 2026.
Resolute Wealth Strategies sold 308 Southern Company shares in Q2 2026, an estimated $29K.
Southern Company made up 0.17% of Resolute Wealth Strategies's portfolio in Q2 2026, its #76 holding.
Resolute Wealth Strategies first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Resolute Wealth Strategies's Southern Company position peaked at $463K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.