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Twin Peaks Wealth Advisors’s Southern Company SO Stock Holding History

Twin Peaks 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 		$127K Buy
+1,320
New +$122K 0.03% 240
2025
Q3 		– Sell
-1,186
Closed -$111K – 1819
2025
Q2 		$111K Buy
+1,186
New +$107K 0.04% 221

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

Twin Peaks Wealth Advisors's SO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Southern Company (SO) in Q1 2026: 1,320 shares worth $127K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SO in Q2 2025 and has held it in 2 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,320 shares of Southern Company worth $127K as of Q1 2026.
  • Southern Company was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Southern Company made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #240 holding.
  • Twin Peaks Wealth Advisors first reported a position in Southern Company in Q2 2025 and has held it in 2 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.