SWA
SO icon

SOA Wealth Advisors’s Southern Company SO Stock Holding History

SOA 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
Q1 		$44K Buy
456
+2
+0.4% +$185 0.01% 392
2025
Q4 		$39.6K Sell
454
-130
-22% -$11.9K 0.01% 403
2025
Q3 		$55.4K Sell
584
-1
-0.2% -$93 0.01% 366
2025
Q2 		$53.7K Buy
585
+3
+0.5% +$269 0.01% 360
2025
Q1 		$53.6K Buy
582
+2
+0.3% +$173 0.01% 332
2024
Q4 		$47.8K Sell
580
-98
-14% -$8.6K 0.01% 334
2024
Q3 		$61.1K Buy
678
+3
+0.4% +$256 0.01% 293
2024
Q2 		$52.4K Sell
675
-106
-14% -$8.03K 0.01% 298
2024
Q1 		$56K Buy
781
+3
+0.4% +$207 0.01% 293
2023
Q4 		$54.6K Sell
778
-16
-2% -$1.1K 0.01% 287
2023
Q3 		$51.4K Buy
794
+164
+26% +$11.4K 0.01% 279
2023
Q2 		$44.2K Buy
630
+3
+0.5% +$215 0.01% 307
2023
Q1 		$43.6K Buy
627
+3
+0.5% +$202 0.01% 301
2022
Q4 		$44.6K Sell
624
-71
-10% -$4.75K 0.01% 295
2022
Q3 		$47K Buy
695
+76
+12% +$5.76K 0.01% 274
2022
Q2 		$44K Sell
619
-10
-2% -$734 0.01% 280
2022
Q1 		$45K Buy
629
+2
+0.3% +$135 0.01% 326
2021
Q4 		$42K Buy
627
+3
+0.5% +$191 0.01% 321
2021
Q3 		$38K Buy
624
+76
+14% +$4.89K 0.01% 347
2021
Q2 		$33K Buy
548
+28
+5% +$1.79K 0.01% 371
2021
Q1 		$32K Sell
520
-15
-3% -$898 0.01% 324
2020
Q4 		$32K Buy
+535
New +$32.2K 0.01% 321

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's SO Position: Q1 2026 in Review

SOA Wealth Advisors increased its Southern Company (SO) stake by 0.44% in Q1 2026, buying an estimated $185 and bringing the position to 456 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #392.

SOA Wealth Advisors first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $61.1K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • SOA Wealth Advisors held 456 shares of Southern Company worth $44K as of Q1 2026.
  • SOA Wealth Advisors bought 2 Southern Company shares in Q1 2026, an estimated $185.
  • Southern Company made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #392 holding.
  • SOA Wealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Southern Company position peaked at $61.1K in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.