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Resurgent Financial Advisors’s Southern Company SO Stock Holding History

Resurgent 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 		$1.05M Buy
10,991
+6,268
+133% +$590K 0.29% 74
2026
Q1 		$456K Buy
+4,723
New +$437K 0.16% 148
2024
Q1 		– Sell
-718
Closed -$50.3K – 435
2023
Q4 		$50.3K Buy
718
+3
+0.4% +$206 0.03% 334
2023
Q3 		$46.3K Buy
715
+1
+0.1% +$69 0.03% 338
2023
Q2 		$50.2K Sell
714
-220
-24% -$15.8K 0.03% 328
2023
Q1 		$65K Sell
934
-2,834
-75% -$191K 0.04% 292
2022
Q4 		$269K Buy
+3,768
New +$252K 0.14% 153

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

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

Resurgent Financial Advisors increased its Southern Company (SO) stake by 133% in Q2 2026, buying an estimated $590K and bringing the position to 10,991 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #74.

Resurgent Financial Advisors first reported a position in SO in Q4 2022 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Resurgent Financial Advisors held 10,991 shares of Southern Company worth $1.05M as of Q2 2026.
  • Resurgent Financial Advisors bought 6,268 Southern Company shares in Q2 2026, an estimated $590K.
  • Southern Company made up 0.29% of Resurgent Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Resurgent Financial Advisors first reported a position in Southern Company in Q4 2022 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 Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.