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Signal Advisors Wealth’s Southern Company SO Stock Holding History

Signal Advisors Wealth’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 		$605K Buy
6,317
+2,859
+83% +$269K 0.03% 376
2026
Q1 		$334K Buy
3,458
+85
+3% +$7.86K 0.02% 448
2025
Q4 		$294K Sell
3,373
-55
-2% -$5.02K 0.02% 409
2025
Q3 		$325K Sell
3,428
-4,564
-57% -$426K 0.03% 340
2025
Q2 		$734K Buy
7,992
+4,113
+106% +$369K 0.06% 242
2025
Q1 		$357K Sell
3,879
-106
-3% -$9.18K 0.03% 339
2024
Q4 		$328K Sell
3,985
-138
-3% -$12.1K 0.04% 341
2024
Q3 		$372K Buy
+4,123
New +$352K 0.05% 303
2024
Q2 		– Sell
-4,018
Closed -$288K – 247
2024
Q1 		$288K Buy
4,018
+714
+22% +$49.3K 0.07% 233
2023
Q4 		$232K Buy
+3,304
New +$227K 0.08% 200

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

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

Signal Advisors Wealth increased its Southern Company (SO) stake by 83% in Q2 2026, buying an estimated $269K and bringing the position to 6,317 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #376.

Signal Advisors Wealth first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $734K in Q2 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Signal Advisors Wealth held 6,317 shares of Southern Company worth $605K as of Q2 2026.
  • Signal Advisors Wealth bought 2,859 Southern Company shares in Q2 2026, an estimated $269K.
  • Southern Company made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #376 holding.
  • Signal Advisors Wealth first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Signal Advisors Wealth's Southern Company position peaked at $734K in Q2 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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