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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
Q2 		– Sell
-1,320
Closed -$127K – 1898
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 $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

Twin Peaks Wealth Advisors's SO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 1,320 shares — an estimated $127K sold.

Twin Peaks Wealth Advisors first reported a position in SO in Q2 2025 and held it in 2 quarters. The position peaked at $127K in Q1 2026. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,320 Southern Company shares in Q2 2026, an estimated $127K.
  • Twin Peaks Wealth Advisors first reported a position in Southern Company in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Southern Company position peaked at $127K in Q1 2026.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.