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San Luis Wealth Advisors’s Southern Company SO Stock Holding History

San Luis 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 		– Sell
-2,112
Closed -$204K – 198
2026
Q1 		$204K Buy
+2,112
New +$195K 0.03% 165
2025
Q4 		– Sell
-2,319
Closed -$220K – 189
2025
Q3 		$220K Buy
+2,319
New +$216K 0.04% 164
2022
Q2 		– Sell
-805
Closed -$55K – 370
2022
Q1 		$55K Buy
+805
New +$54.5K 0.03% 235

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

San Luis Wealth Advisors's SO Position: Q2 2026 in Review

San Luis Wealth Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,112 shares — an estimated $204K sold.

San Luis Wealth Advisors first reported a position in SO in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • San Luis Wealth Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,112 Southern Company shares in Q2 2026, an estimated $204K.
  • San Luis Wealth Advisors first reported a position in Southern Company in Q1 2022 and held it in 3 quarters.
  • San Luis Wealth Advisors's Southern Company position peaked at $220K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.