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Savvy Advisors Inc’s Southern Company SO Stock Holding History

Savvy Advisors Inc’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 		$1.68M Buy
17,514
+4,601
+36% +$433K 0.04% 373
2026
Q1 		$1.25M Buy
12,913
+1,140
+10% +$105K 0.03% 376
2025
Q4 		$1.03M Buy
11,773
+2,492
+27% +$228K 0.03% 356
2025
Q3 		$880K Buy
9,281
+2,443
+36% +$228K 0.04% 294
2025
Q2 		$628K Buy
6,838
+3,683
+117% +$331K 0.04% 309
2025
Q1 		$290K Buy
3,155
+85
+3% +$7.36K 0.03% 401
2024
Q4 		$253K Buy
3,070
+666
+28% +$58.4K 0.03% 378
2024
Q3 		$217K Buy
+2,404
New +$205K 0.04% 321

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's SO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Southern Company (SO) stake by 36% in Q2 2026, buying an estimated $433K and bringing the position to 17,514 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #373.

Savvy Advisors Inc first reported a position in SO in Q3 2024 and has held it in 8 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Savvy Advisors Inc held 17,514 shares of Southern Company worth $1.68M as of Q2 2026.
  • Savvy Advisors Inc bought 4,601 Southern Company shares in Q2 2026, an estimated $433K.
  • Southern Company made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #373 holding.
  • Savvy Advisors Inc first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.