Strategic Investment Advisors’s Southern Company SO Stock Holding History

Strategic Investment Advisors’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	$353K	Sell	3,686 -851	-19%	-$80.1K	0.02%	259
2026 Q1	$438K	Buy	+4,537	New	+$420K	0.03%	232
2020 Q4	–	Sell	-4,456	Closed	-$242K	–	208
2020 Q3	$242K	Sell	4,456 -1,959	-31%	-$105K	0.08%	160
2020 Q2	$333K	Buy	6,415 +545	+9%	+$30.3K	0.13%	124
2020 Q1	$318K	Sell	5,870 -448	-7%	-$28.4K	0.15%	109
2019 Q4	$402K	Sell	6,318 -993	-14%	-$61.5K	0.17%	103
2019 Q3	$451K	Buy	7,311 +490	+7%	+$28.4K	0.22%	80
2019 Q2	$377K	Buy	6,821 +601	+10%	+$32.2K	0.21%	81
2019 Q1	$321K	Buy	6,220 +572	+10%	+$28K	0.22%	83
2018 Q4	$248K	Buy	+5,648	New	+$257K	0.22%	92

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 $3.37T AUM 44.26% 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

Strategic Investment Advisors's SO Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Southern Company (SO) stake by 19% in Q2 2026, selling an estimated $80.1K and leaving 3,686 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #259.

Strategic Investment Advisors first reported a position in SO in Q4 2018 and has held it in 10 quarters since. The position peaked at $451K in Q3 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Strategic Investment Advisors held 3,686 shares of Southern Company worth $353K as of Q2 2026.
Strategic Investment Advisors sold 851 Southern Company shares in Q2 2026, an estimated $80.1K.
Southern Company made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #259 holding.
Strategic Investment Advisors first reported a position in Southern Company in Q4 2018 and has held it in 10 quarters since.
Strategic Investment Advisors's Southern Company position peaked at $451K in Q3 2019.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.