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Roberts Wealth Advisors’s Southern Company SO Stock Holding History

Roberts Wealth 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 		$836K Buy
8,739
+56
+0.6% +$5.27K 0.19% 74
2026
Q1 		$838K Buy
8,683
+51
+0.6% +$4.72K 0.21% 72
2025
Q4 		$753K Buy
+8,632
New +$788K 0.2% 73
2025
Q2 		– Sell
-2,271
Closed -$209K – 98
2025
Q1 		$209K Buy
+2,271
New +$197K 0.06% 97

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

Roberts Wealth Advisors's SO Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Southern Company (SO) stake by 0.64% in Q2 2026, buying an estimated $5.27K and bringing the position to 8,739 shares worth $836K. The position accounts for 0.19% of the portfolio, ranked #74.

Roberts Wealth Advisors first reported a position in SO in Q1 2025 and has held it in 4 quarters since. The position peaked at $838K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Roberts Wealth Advisors held 8,739 shares of Southern Company worth $836K as of Q2 2026.
  • Roberts Wealth Advisors bought 56 Southern Company shares in Q2 2026, an estimated $5.27K.
  • Southern Company made up 0.19% of Roberts Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Roberts Wealth Advisors first reported a position in Southern Company in Q1 2025 and has held it in 4 quarters since.
  • Roberts Wealth Advisors's Southern Company position peaked at $838K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.