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Rollins Financial Advisors’s Southern Company SO Stock Holding History

Rollins 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 		$1.9M Buy
19,863
+3,006
+18% +$283K 0.25% 52
2026
Q1 		$1.63M Sell
16,857
-386
-2% -$35.7K 0.26% 51
2025
Q4 		$1.5M Sell
17,243
-2,070
-11% -$189K 0.22% 51
2025
Q3 		$1.83M Buy
19,313
+269
+1% +$25.1K 0.28% 49
2025
Q2 		$1.75M Buy
19,044
+535
+3% +$48.1K 0.28% 48
2025
Q1 		$1.7M Buy
18,509
+725
+4% +$62.8K 0.3% 47
2024
Q4 		$1.46M Buy
17,784
+4,263
+32% +$374K 0.23% 48
2024
Q3 		$1.22M Buy
13,521
+1,447
+12% +$124K 0.2% 53
2024
Q2 		$937K Sell
12,074
-806
-6% -$61.1K 0.16% 58
2024
Q1 		$924K Buy
12,880
+1,456
+13% +$101K 0.17% 56
2023
Q4 		$801K Buy
+11,424
New +$784K 0.17% 58

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

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

Rollins Financial Advisors increased its Southern Company (SO) stake by 18% in Q2 2026, buying an estimated $283K and bringing the position to 19,863 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #52.

Rollins Financial Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Rollins Financial Advisors held 19,863 shares of Southern Company worth $1.9M as of Q2 2026.
  • Rollins Financial Advisors bought 3,006 Southern Company shares in Q2 2026, an estimated $283K.
  • Southern Company made up 0.25% of Rollins Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Rollins Financial Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.