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Strategies Wealth Advisors’s Southern Company SO Stock Holding History

Strategies Wealth 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 		$650K Buy
6,787
+444
+7% +$41.8K 0.06% 102
2026
Q1 		$612K Sell
6,343
-16
-0.3% -$1.48K 0.06% 88
2025
Q4 		$554K Buy
6,359
+20
+0.3% +$1.83K 0.06% 90
2025
Q3 		$601K Buy
6,339
+2
+0% +$187 0.06% 91
2025
Q2 		$582K Buy
6,337
+2
+0% +$180 0.06% 88
2025
Q1 		$583K Buy
+6,335
New +$548K 0.07% 80

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

Strategies Wealth Advisors's SO Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Southern Company (SO) stake by 7% in Q2 2026, buying an estimated $41.8K and bringing the position to 6,787 shares worth $650K. The position accounts for 0.06% of the portfolio, ranked #102.

Strategies Wealth Advisors first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Strategies Wealth Advisors held 6,787 shares of Southern Company worth $650K as of Q2 2026.
  • Strategies Wealth Advisors bought 444 Southern Company shares in Q2 2026, an estimated $41.8K.
  • Southern Company made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Strategies Wealth Advisors first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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