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Syntegra Private Wealth Group’s Southern Company SO Stock Holding History

Syntegra Private Wealth Group’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 		$435K Buy
4,541
+15
+0.3% +$1.41K 0.03% 135
2026
Q1 		$437K Sell
4,526
-105
-2% -$9.71K 0.04% 119
2025
Q4 		$404K Sell
4,631
-20
-0.4% -$1.83K 0.04% 129
2025
Q3 		$441K Sell
4,651
-30
-0.6% -$2.8K 0.04% 117
2025
Q2 		$430K Buy
4,681
+105
+2% +$9.43K 0.04% 108
2025
Q1 		$421K Buy
4,576
+30
+0.7% +$2.6K 0.05% 96
2024
Q4 		$374K Buy
4,546
+1,000
+28% +$87.7K 0.04% 101
2024
Q3 		$320K Hold
3,546
– – 0.04% 118
2024
Q2 		$275K Hold
3,546
– – 0.04% 120
2024
Q1 		$254K Sell
3,546
-390
-10% -$26.9K 0.03% 122
2023
Q4 		$276K Buy
3,936
+105
+3% +$7.21K 0.04% 108
2023
Q3 		$248K Hold
3,831
– – 0.04% 111
2023
Q2 		$269K Buy
3,831
+150
+4% +$10.8K 0.04% 112
2023
Q1 		$256K Buy
3,681
+22
+0.6% +$1.48K 0.05% 109
2022
Q4 		$261K Buy
+3,659
New +$245K 0.05% 89

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

Syntegra Private Wealth Group's SO Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Southern Company (SO) stake by 0.33% in Q2 2026, buying an estimated $1.41K and bringing the position to 4,541 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #135.

Syntegra Private Wealth Group first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $441K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Syntegra Private Wealth Group held 4,541 shares of Southern Company worth $435K as of Q2 2026.
  • Syntegra Private Wealth Group bought 15 Southern Company shares in Q2 2026, an estimated $1.41K.
  • Southern Company made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #135 holding.
  • Syntegra Private Wealth Group first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's Southern Company position peaked at $441K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.