UAG
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United Advisor Group’s Southern Company SO Stock Holding History

United Advisor Group’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 		$1.16M Buy
12,138
+830
+7% +$78.1K 0.12% 192
2026
Q1 		$1.09M Sell
11,308
-2
-0% -$185 0.13% 177
2025
Q4 		$986K Buy
11,310
+1,254
+12% +$114K 0.12% 181
2025
Q3 		$953K Buy
10,056
+5,781
+135% +$540K 0.13% 167
2025
Q2 		$393K Buy
4,275
+1
+0% +$90 0.07% 268
2025
Q1 		$393K Sell
4,274
-1,414
-25% -$122K 0.08% 226
2024
Q4 		$468K Buy
5,688
+2,196
+63% +$193K 0.09% 205
2024
Q3 		$315K Buy
3,492
+697
+25% +$59.5K 0.07% 271
2024
Q2 		$217K Buy
+2,795
New +$212K 0.07% 248

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

United Advisor Group's SO Position: Q2 2026 in Review

United Advisor Group increased its Southern Company (SO) stake by 7.3% in Q2 2026, buying an estimated $78.1K and bringing the position to 12,138 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #192.

United Advisor Group first reported a position in SO in Q2 2024 and has held it in 9 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • United Advisor Group held 12,138 shares of Southern Company worth $1.16M as of Q2 2026.
  • United Advisor Group bought 830 Southern Company shares in Q2 2026, an estimated $78.1K.
  • Southern Company made up 0.12% of United Advisor Group's portfolio in Q2 2026, its #192 holding.
  • United Advisor Group first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.