SWASL
SO icon

Spartan Wealth Advisory Services LLC’s Southern Company SO Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$3.18M Buy
33,241
+1,737
+6% +$164K 0.26% 85
2026
Q1 		$3.04M Buy
+31,504
New +$2.91M 0.27% 85

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SO Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Southern Company (SO) stake by 5.5% in Q2 2026, buying an estimated $164K and bringing the position to 33,241 shares worth $3.18M. The position accounts for 0.26% of the portfolio, ranked #85.

Spartan Wealth Advisory Services LLC first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 33,241 shares of Southern Company worth $3.18M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,737 Southern Company shares in Q2 2026, an estimated $164K.
  • Southern Company made up 0.26% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #85 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.