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Stratos Wealth Advisors’s Southern Company SO Stock Holding History

Stratos 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 		$531K Sell
5,505
-5
-0.1% -$463 0.03% 375
2025
Q4 		$481K Sell
5,510
-42
-0.8% -$3.83K 0.02% 441
2025
Q3 		$526K Sell
5,552
-53
-0.9% -$4.95K 0.03% 456
2025
Q2 		$515K Sell
5,605
-18
-0.3% -$1.62K 0.03% 445
2025
Q1 		$517K Sell
5,623
-376
-6% -$32.5K 0.03% 425
2024
Q4 		$494K Sell
5,999
-509
-8% -$44.7K 0.02% 477
2024
Q3 		$587K Sell
6,508
-197
-3% -$16.8K 0.03% 459
2024
Q2 		$520K Buy
6,705
+2,573
+62% +$195K 0.03% 461
2024
Q1 		$296K Sell
4,132
-44,273
-91% -$3.06M 0.02% 554
2023
Q4 		$3.39M Sell
48,405
-5,356
-10% -$368K 0.2% 151
2023
Q3 		$3.48M Sell
53,761
-5,927
-10% -$411K 0.23% 129
2023
Q2 		$4.19M Sell
59,688
-2,264
-4% -$162K 0.3% 93
2023
Q1 		$4.31M Buy
61,952
+46
+0.1% +$3.1K 0.33% 87
2022
Q4 		$4.42M Buy
61,906
+2,003
+3% +$134K 0.37% 71
2022
Q3 		$4.07M Sell
59,903
-693
-1% -$52.5K 0.43% 60
2022
Q2 		$4.32M Sell
60,596
-444
-0.7% -$32.6K 0.39% 64
2022
Q1 		$4.43M Sell
61,040
-2,122
-3% -$144K 0.36% 72
2021
Q4 		$4.33M Buy
63,162
+478
+0.8% +$30.5K 0.31% 81
2021
Q3 		$3.88M Buy
62,684
+1,725
+3% +$111K 0.33% 79
2021
Q2 		$3.69M Buy
60,959
+1,514
+3% +$96.8K 0.33% 81
2021
Q1 		$3.69M Sell
59,445
-8,646
-13% -$518K 0.39% 69
2020
Q4 		$4.18M Buy
68,091
+445
+0.7% +$26.8K 0.58% 44
2020
Q3 		$3.67M Sell
67,646
-119
-0.2% -$6.36K 0.89% 32
2020
Q2 		$3.51M Buy
+67,765
New +$3.77M 1.08% 23

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

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

Stratos Wealth Advisors reduced its Southern Company (SO) stake by 0.09% in Q1 2026, selling an estimated $463 and leaving 5,505 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #375.

Stratos Wealth Advisors first reported a position in SO in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.43M in Q1 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Stratos Wealth Advisors held 5,505 shares of Southern Company worth $531K as of Q1 2026.
  • Stratos Wealth Advisors sold 5 Southern Company shares in Q1 2026, an estimated $463.
  • Southern Company made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #375 holding.
  • Stratos Wealth Advisors first reported a position in Southern Company in Q2 2020 and has held it in 24 quarters since.
  • Stratos Wealth Advisors's Southern Company position peaked at $4.43M in Q1 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.