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Steward Partners Investment Advisory’s Southern Company SO Stock Holding History

Steward Partners Investment Advisory’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 		$16.7M Buy
174,167
+1,651
+1% +$155K 0.09% 231
2026
Q1 		$16.7M Sell
172,516
-15,516
-8% -$1.44M 0.08% 214
2025
Q4 		$16.4M Buy
188,032
+11,890
+7% +$1.09M 0.09% 199
2025
Q3 		$16.7M Buy
176,142
+7,396
+4% +$690K 0.1% 189
2025
Q2 		$15.5M Buy
168,746
+10,336
+7% +$928K 0.12% 169
2025
Q1 		$14.6M Sell
158,410
-564
-0.4% -$48.8K 0.13% 156
2024
Q4 		$13.1M Buy
158,974
+11,203
+8% +$983K 0.12% 173
2024
Q3 		$13.3M Buy
147,771
+62,230
+73% +$5.32M 0.12% 170
2024
Q2 		$6.64M Buy
85,541
+2,070
+2% +$157K 0.07% 278
2024
Q1 		$5.99M Buy
83,471
+9,917
+13% +$685K 0.07% 294
2023
Q4 		$5.16M Buy
73,554
+21,972
+43% +$1.51M 0.07% 279
2023
Q3 		$3.34M Sell
51,582
-4,804
-9% -$333K 0.05% 341
2023
Q2 		$3.96M Sell
56,386
-2,581
-4% -$185K 0.06% 309
2023
Q1 		$4.1M Sell
58,967
-179
-0.3% -$12.1K 0.07% 291
2022
Q4 		$4.22M Sell
59,146
-5,505
-9% -$368K 0.07% 281
2022
Q3 		$4.4M Buy
64,651
+6,618
+11% +$501K 0.08% 258
2022
Q2 		$4.14M Sell
58,033
-1,437
-2% -$106K 0.08% 270
2022
Q1 		$4.31M Buy
59,470
+154
+0.3% +$10.4K 0.07% 294
2021
Q4 		$4.07M Sell
59,316
-729
-1% -$46.5K 0.06% 305
2021
Q3 		$3.72M Buy
60,045
+2,291
+4% +$148K 0.06% 306
2021
Q2 		$3.5M Sell
57,754
-17,301
-23% -$1.11M 0.06% 318
2021
Q1 		$4.67M Buy
75,055
+18,945
+34% +$1.13M 0.08% 257
2020
Q4 		$3.45M Buy
56,110
+4,871
+10% +$293K 0.07% 265
2020
Q3 		$2.78M Buy
51,239
+2,234
+5% +$119K 0.07% 260
2020
Q2 		$2.54M Buy
49,005
+8,268
+20% +$460K 0.07% 261
2020
Q1 		$2.21M Sell
40,737
-6,681
-14% -$423K 0.08% 241
2019
Q4 		$3.02M Buy
47,418
+282
+0.6% +$17.5K 0.09% 230
2019
Q3 		$2.91M Buy
47,136
+7,413
+19% +$430K 0.1% 214
2019
Q2 		$2.19M Buy
39,723
+1,804
+5% +$96.6K 0.08% 246
2019
Q1 		$1.96M Buy
37,919
+848
+2% +$41.6K 0.08% 237
2018
Q4 		$1.63M Buy
37,071
+1,653
+5% +$75.1K 0.08% 253
2018
Q3 		$1.54M Sell
35,418
-313
-0.9% -$14.4K 0.07% 262
2018
Q2 		$1.66M Buy
35,731
+6,002
+20% +$269K 0.1% 219
2018
Q1 		$1.33M Sell
29,729
-12,768
-30% -$567K 0.09% 225
2017
Q4 		$2.04M Buy
42,497
+6
+0% +$306 0.16% 152
2017
Q3 		$2.09M Buy
42,491
+215
+0.5% +$10.4K 0.21% 111
2017
Q2 		$2.02M Buy
42,276
+7,727
+22% +$387K 0.23% 108
2017
Q1 		$1.72M Buy
34,549
+14,872
+76% +$735K 0.26% 87
2016
Q4 		$967K Buy
+19,677
New +$967K 0.44% 47

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

Steward Partners Investment Advisory's SO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Southern Company (SO) stake by 0.96% in Q2 2026, buying an estimated $155K and bringing the position to 174,167 shares worth $16.7M. The position accounts for 0.09% of the portfolio, ranked #231.

Steward Partners Investment Advisory first reported a position in SO in Q4 2016 and has held it in 39 quarters since. The position peaked at $16.7M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Steward Partners Investment Advisory held 174,167 shares of Southern Company worth $16.7M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,651 Southern Company shares in Q2 2026, an estimated $155K.
  • Southern Company made up 0.09% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #231 holding.
  • Steward Partners Investment Advisory first reported a position in Southern Company in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's Southern Company position peaked at $16.7M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.