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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategies Wealth Advisors's SO Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Southern Company (SO) stake by 0.25% in Q1 2026, selling an estimated $1.48K and leaving 6,343 shares worth $612K. The position accounts for 0.06% of the portfolio, ranked #88.

Strategies Wealth Advisors first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Strategies Wealth Advisors held 6,343 shares of Southern Company worth $612K as of Q1 2026.
  • Strategies Wealth Advisors sold 16 Southern Company shares in Q1 2026, an estimated $1.48K.
  • Southern Company made up 0.06% of Strategies Wealth Advisors's portfolio in Q1 2026, its #88 holding.
  • Strategies Wealth Advisors first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.