SVWAG
SO icon

Sound View Wealth Advisors Group’s Southern Company SO Stock Holding History

Sound View Wealth Advisors Group’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 		$8.65M Sell
89,632
-154
-0.2% -$14.2K 0.59% 45
2025
Q4 		$7.83M Sell
89,786
-1,597
-2% -$146K 0.53% 48
2025
Q3 		$8.66M Sell
91,383
-3,446
-4% -$322K 0.6% 43
2025
Q2 		$8.71M Buy
94,829
+2,695
+3% +$242K 0.64% 41
2025
Q1 		$8.47M Sell
92,134
-1,899
-2% -$164K 0.7% 38
2024
Q4 		$7.74M Buy
94,033
+2,111
+2% +$185K 0.62% 40
2024
Q3 		$8.29M Buy
91,922
+4,603
+5% +$393K 0.68% 40
2024
Q2 		$6.77M Sell
87,319
-2,429
-3% -$184K 0.7% 41
2024
Q1 		$6.44M Sell
89,748
-2,755
-3% -$190K 0.69% 41
2023
Q4 		$6.49M Buy
92,503
+568
+0.6% +$39K 0.72% 38
2023
Q3 		$5.95M Buy
91,935
+1,205
+1% +$83.6K 0.74% 38
2023
Q2 		$6.37M Sell
90,730
-1,409
-2% -$101K 0.84% 31
2023
Q1 		$6.41M Sell
92,139
-364
-0.4% -$24.5K 0.88% 30
2022
Q4 		$6.49M Buy
92,503
+14,491
+19% +$969K 0.72% 38
2022
Q3 		$5.3M Sell
78,012
-2,007
-3% -$152K 1.19% 20
2022
Q2 		$5.71M Sell
80,019
-2,042
-2% -$150K 1.19% 20
2022
Q1 		$5.95M Sell
82,061
-1,113
-1% -$75.4K 1.13% 23
2021
Q4 		$5.7M Buy
83,174
+2,444
+3% +$156K 1.08% 24
2021
Q3 		$5M Sell
80,730
-2,611
-3% -$168K 1.04% 23
2021
Q2 		$5.04M Sell
83,341
-283
-0.3% -$18.1K 1.06% 25
2021
Q1 		$5.2M Sell
83,624
-1,748
-2% -$105K 1.21% 20
2020
Q4 		$5.24M Buy
85,372
+303
+0.4% +$18.2K 1.28% 19
2020
Q3 		$4.61M Buy
85,069
+662
+0.8% +$35.4K 1.21% 22
2020
Q2 		$4.38M Buy
84,407
+3,101
+4% +$172K 1.23% 22
2020
Q1 		$4.4M Buy
81,306
+6,590
+9% +$417K 1.52% 14
2019
Q4 		$4.76M Sell
74,716
-5,013
-6% -$311K 1.34% 17
2019
Q3 		$4.92M Sell
79,729
-3,515
-4% -$204K 1.47% 14
2019
Q2 		$4.6M Buy
+83,244
New +$4.46M 1.36% 16

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

Sound View Wealth Advisors Group's SO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Southern Company (SO) stake by 0.17% in Q1 2026, selling an estimated $14.2K and leaving 89,632 shares worth $8.65M. The position accounts for 0.59% of the portfolio, ranked #45.

Sound View Wealth Advisors Group first reported a position in SO in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.71M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sound View Wealth Advisors Group held 89,632 shares of Southern Company worth $8.65M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 154 Southern Company shares in Q1 2026, an estimated $14.2K.
  • Southern Company made up 0.59% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #45 holding.
  • Sound View Wealth Advisors Group first reported a position in Southern Company in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Southern Company position peaked at $8.71M in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.