Spectrum Wealth Advisory Group’s Southern Company SO Stock Holding History

Spectrum Wealth Advisory 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	$350K	Buy	3,623 +6	+0.2%	+$555	0.13%	50
2025 Q4	$315K	Sell	3,617 -1,093	-23%	-$99.8K	0.12%	47
2025 Q3	$446K	Buy	4,710 +406	+9%	+$37.9K	0.18%	43
2025 Q2	$395K	Buy	4,304 +6	+0.1%	+$539	0.18%	43
2025 Q1	$395K	Buy	4,298 +756	+21%	+$65.4K	0.19%	37
2024 Q4	$292K	Buy	+3,542	New	+$311K	0.14%	46

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Spectrum Wealth Advisory Group's SO Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its Southern Company (SO) stake by 0.17% in Q1 2026, buying an estimated $555 and bringing the position to 3,623 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #50.

Spectrum Wealth Advisory Group first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Spectrum Wealth Advisory Group held 3,623 shares of Southern Company worth $350K as of Q1 2026.
Spectrum Wealth Advisory Group bought 6 Southern Company shares in Q1 2026, an estimated $555.
Southern Company made up 0.13% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #50 holding.
Spectrum Wealth Advisory Group first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
Spectrum Wealth Advisory Group's Southern Company position peaked at $446K in Q3 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.