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 Q2	$347K	Buy	3,629 +6	+0.2%	+$565	0.1%	60
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Spectrum Wealth Advisory Group's SO Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its Southern Company (SO) stake by 0.17% in Q2 2026, buying an estimated $565 and bringing the position to 3,629 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #60.

Spectrum Wealth Advisory Group first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Spectrum Wealth Advisory Group held 3,629 shares of Southern Company worth $347K as of Q2 2026.
Spectrum Wealth Advisory Group bought 6 Southern Company shares in Q2 2026, an estimated $565.
Southern Company made up 0.1% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #60 holding.
Spectrum Wealth Advisory Group first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Spectrum Wealth Advisory Group's Southern Company position peaked at $446K in Q3 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.