Tanglewood Legacy Advisors’s Southern Company SO Stock Holding History

Tanglewood Legacy 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	$144K	Hold	1,501	–	–	0.05%	111
2026 Q1	$145K	Hold	1,501	–	–	0.05%	110
2025 Q4	$131K	Buy	1,501 +993	+195%	+$90.7K	0.05%	113
2025 Q3	$48.1K	Hold	508	–	–	0.02%	166
2025 Q2	$46.6K	Hold	508	–	–	0.02%	171
2025 Q1	$46.7K	Hold	508	–	–	0.02%	175
2024 Q4	$41.8K	Hold	508	–	–	0.02%	184
2024 Q3	$45.8K	Hold	508	–	–	0.02%	168
2024 Q2	$39.4K	Hold	508	–	–	0.02%	174
2024 Q1	$36.4K	Hold	508	–	–	0.02%	179
2023 Q4	$35.6K	Hold	508	–	–	0.02%	176
2023 Q3	$32.9K	Hold	508	–	–	0.02%	184
2023 Q2	$35.7K	Hold	508	–	–	0.02%	182
2023 Q1	$35.3K	Hold	508	–	–	0.02%	171
2022 Q4	$36.3K	Buy	+508	New	+$34K	0.03%	149

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

Tanglewood Legacy Advisors's SO Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Southern Company (SO) position steady in Q2 2026 at 1,501 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #111.

Tanglewood Legacy Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $145K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Tanglewood Legacy Advisors held 1,501 shares of Southern Company worth $144K as of Q2 2026.
Tanglewood Legacy Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #111 holding.
Tanglewood Legacy Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Southern Company position peaked at $145K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.