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SageView Advisory Group’s Southern Company SO Stock Holding History

SageView Advisory Group’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 		$461K Sell
4,814
-205
-4% -$19.3K 0.02% 381
2026
Q1 		$484K Sell
5,019
-14,739
-75% -$1.36M 0.02% 360
2025
Q4 		$1.72M Sell
19,758
-746
-4% -$68.1K 0.06% 174
2025
Q3 		$1.94M Buy
20,504
+15,975
+353% +$1.49M 0.07% 158
2025
Q2 		$427K Buy
4,529
+343
+8% +$30.8K 0.02% 407
2025
Q1 		$385K Buy
4,186
+87
+2% +$7.53K 0.02% 400
2024
Q4 		$337K Buy
4,099
+1,311
+47% +$115K 0.01% 423
2024
Q3 		$251K Sell
2,788
-4,816
-63% -$411K 0.01% 442
2024
Q2 		$590K Buy
+7,604
New +$576K 0.03% 308
2024
Q1 		– Sell
-8,441
Closed -$585K – 768
2023
Q4 		$585K Buy
+8,441
New +$580K 0.03% 363
2023
Q3 		– Sell
-3,017
Closed -$212K – 549
2023
Q2 		$212K Buy
+3,017
New +$216K 0.01% 523
2023
Q1 		– Sell
-3,558
Closed -$254K – 481
2022
Q4 		$254K Buy
+3,558
New +$238K 0.02% 357

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

SageView Advisory Group's SO Position: Q2 2026 in Review

SageView Advisory Group reduced its Southern Company (SO) stake by 4.1% in Q2 2026, selling an estimated $19.3K and leaving 4,814 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #381.

SageView Advisory Group first reported a position in SO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.94M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SageView Advisory Group held 4,814 shares of Southern Company worth $461K as of Q2 2026.
  • SageView Advisory Group sold 205 Southern Company shares in Q2 2026, an estimated $19.3K.
  • Southern Company made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #381 holding.
  • SageView Advisory Group first reported a position in Southern Company in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's Southern Company position peaked at $1.94M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.