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TruWealth Advisors’s Southern Company SO Stock Holding History

TruWealth 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 		$551K Sell
5,708
-109
-2% -$10.1K 0.03% 116
2025
Q4 		$507K Sell
5,817
-16
-0.3% -$1.46K 0.02% 121
2025
Q3 		$553K Buy
5,833
+464
+9% +$43.3K 0.03% 115
2025
Q2 		$493K Sell
5,369
-1
-0% -$90 0.03% 114
2025
Q1 		$494K Sell
5,370
-67
-1% -$5.8K 0.03% 109
2024
Q4 		$448K Buy
5,437
+204
+4% +$17.9K 0.03% 111
2024
Q3 		$472K Sell
5,233
-204
-4% -$17.4K 0.03% 107
2024
Q2 		$422K Buy
5,437
+105
+2% +$7.96K 0.03% 110
2024
Q1 		$383K Buy
5,332
+257
+5% +$17.7K 0.03% 115
2023
Q4 		$356K Sell
5,075
-131
-3% -$9K 0.03% 106
2023
Q3 		$337K Buy
5,206
+126
+2% +$8.74K 0.03% 104
2023
Q2 		$357K Hold
5,080
– – 0.03% 100
2023
Q1 		$353K Buy
5,080
+1,353
+36% +$91.1K 0.03% 104
2022
Q4 		$266K Sell
3,727
-212
-5% -$14.2K 0.03% 121
2022
Q3 		$268K Buy
3,939
+2
+0.1% +$152 0.03% 113
2022
Q2 		$281K Buy
3,937
+302
+8% +$22.2K 0.03% 107
2022
Q1 		$264K Buy
3,635
+2
+0.1% +$135 0.03% 102
2021
Q4 		$249K Buy
3,633
+2
+0.1% +$128 0.03% 107
2021
Q3 		$225K Buy
3,631
+2
+0.1% +$129 0.03% 109
2021
Q2 		$220K Buy
3,629
+5
+0.1% +$320 0.03% 107
2021
Q1 		$225K Buy
3,624
+136
+4% +$8.14K 0.03% 101
2020
Q4 		$214K Buy
+3,488
New +$210K 0.03% 104

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

TruWealth Advisors's SO Position: Q1 2026 in Review

TruWealth Advisors reduced its Southern Company (SO) stake by 1.9% in Q1 2026, selling an estimated $10.1K and leaving 5,708 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #116.

TruWealth Advisors first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $553K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • TruWealth Advisors held 5,708 shares of Southern Company worth $551K as of Q1 2026.
  • TruWealth Advisors sold 109 Southern Company shares in Q1 2026, an estimated $10.1K.
  • Southern Company made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #116 holding.
  • TruWealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Southern Company position peaked at $553K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.