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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
Q2 		$43.9K Buy
458
+2
+0.4% +$188 0.01% 413
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 $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

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

SOA Wealth Advisors increased its Southern Company (SO) stake by 0.44% in Q2 2026, buying an estimated $188 and bringing the position to 458 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #413.

SOA Wealth Advisors first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $61.1K in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SOA Wealth Advisors held 458 shares of Southern Company worth $43.9K as of Q2 2026.
  • SOA Wealth Advisors bought 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • SOA Wealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Southern Company position peaked at $61.1K in Q3 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.