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Retirement Wealth Solutions’s Southern Company SO Stock Holding History

Retirement Wealth Solutions’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 		$28.5K Hold
297
– – 0.02% 123
2026
Q1 		$28.7K Sell
297
-2
-0.7% -$185 0.02% 116
2025
Q4 		$26.1K Sell
299
-2
-0.7% -$183 0.02% 136
2025
Q3 		$28.5K Sell
301
-9
-3% -$840 0.02% 129
2025
Q2 		$28.5K Hold
310
– – 0.02% 124
2025
Q1 		$28.5K Hold
310
– – 0.02% 105
2024
Q4 		$25.2K Buy
+310
New +$27.2K 0.02% 123

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

Retirement Wealth Solutions's SO Position: Q2 2026 in Review

Retirement Wealth Solutions held its Southern Company (SO) position steady in Q2 2026 at 297 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #123.

Retirement Wealth Solutions first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.7K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Retirement Wealth Solutions held 297 shares of Southern Company worth $28.5K as of Q2 2026.
  • Retirement Wealth Solutions left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #123 holding.
  • Retirement Wealth Solutions first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Southern Company position peaked at $28.7K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.