U.S. Capital Wealth Advisors’s Southern Company SO Stock Holding History

U.S. Capital 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	$3.82M	Sell	39,541 -5,357	-12%	-$496K	0.1%	232
2025 Q4	$3.92M	Buy	44,898 +9,393	+26%	+$858K	0.1%	219
2025 Q3	$3.36M	Buy	35,505 +2,094	+6%	+$195K	0.09%	224
2025 Q2	$3.07M	Buy	33,411 +824	+3%	+$74K	0.09%	222
2025 Q1	$3M	Buy	32,587 +227	+0.7%	+$19.7K	0.09%	226
2024 Q4	$2.66M	Buy	32,360 +4,723	+17%	+$414K	0.08%	251
2024 Q3	$2.49M	Sell	27,637 -2,292	-8%	-$196K	0.09%	214
2024 Q2	$2.32M	Buy	29,929 +1,679	+6%	+$127K	0.09%	215
2024 Q1	$2.03M	Sell	28,250 -796	-3%	-$54.9K	0.08%	229
2023 Q4	$2.04M	Buy	+29,046	New	+$1.99M	0.08%	225
2023 Q3	–	Sell	-7,574	Closed	-$532K	–	678
2023 Q2	$532K	Buy	+7,574	New	+$543K	0.03%	431
2023 Q1	–	Sell	-36,951	Closed	-$2.64M	–	1393
2022 Q4	$2.64M	Buy	+36,951	New	+$2.47M	0.12%	164
2022 Q2	–	Sell	-139,672	Closed	-$10.1M	–	731
2022 Q1	$10.1M	Buy	139,672 +13,894	+11%	+$941K	0.37%	50
2021 Q4	$8.63M	Sell	125,778 -584	-0.5%	-$37.2K	0.34%	68
2021 Q3	$7.83M	Buy	+126,362	New	+$8.14M	0.34%	68

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

U.S. Capital Wealth Advisors's SO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Southern Company (SO) stake by 12% in Q1 2026, selling an estimated $496K and leaving 39,541 shares worth $3.82M. The position accounts for 0.1% of the portfolio, ranked #232.

U.S. Capital Wealth Advisors first reported a position in SO in Q3 2021 and has held it in 15 quarters since. The position peaked at $10.1M in Q1 2022. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.

U.S. Capital Wealth Advisors held 39,541 shares of Southern Company worth $3.82M as of Q1 2026.
U.S. Capital Wealth Advisors sold 5,357 Southern Company shares in Q1 2026, an estimated $496K.
Southern Company made up 0.1% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #232 holding.
U.S. Capital Wealth Advisors first reported a position in Southern Company in Q3 2021 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's Southern Company position peaked at $10.1M in Q1 2022.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.