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USAdvisors Wealth Management’s Southern Company SO Stock Holding History

USAdvisors Wealth Management’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
-2,825
Closed -$273K – 148
2026
Q1 		$273K Sell
2,825
-144
-5% -$13.3K 0.09% 112
2025
Q4 		$258K Sell
2,969
-17
-0.6% -$1.55K 0.09% 115
2025
Q3 		$282K Sell
2,986
-3
-0.1% -$280 0.1% 104
2025
Q2 		$274K Sell
2,989
-338
-10% -$30.4K 0.1% 104
2025
Q1 		$305K Buy
3,327
+77
+2% +$6.67K 0.11% 102
2024
Q4 		$267K Buy
3,250
+72
+2% +$6.32K 0.09% 113
2024
Q3 		$286K Sell
3,178
-176
-5% -$15K 0.1% 103
2024
Q2 		$260K Buy
3,354
+60
+2% +$4.55K 0.09% 105
2024
Q1 		$234K Buy
3,294
+127
+4% +$8.77K 0.09% 118
2023
Q4 		$222K Buy
+3,167
New +$217K 0.09% 120
2022
Q2 		– Sell
-2,820
Closed -$204K – 120
2022
Q1 		$204K Sell
2,820
-894
-24% -$60.5K 0.09% 119
2021
Q4 		$255K Buy
3,714
+363
+11% +$23.1K 0.1% 104
2021
Q3 		$208K Buy
+3,351
New +$216K 0.09% 108

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

USAdvisors Wealth Management's SO Position: Q2 2026 in Review

USAdvisors Wealth Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,825 shares — an estimated $273K sold.

USAdvisors Wealth Management first reported a position in SO in Q3 2021 and held it in 13 quarters. The position peaked at $305K in Q1 2025. 1,125 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • USAdvisors Wealth Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • USAdvisors Wealth Management sold 2,825 Southern Company shares in Q2 2026, an estimated $273K.
  • USAdvisors Wealth Management first reported a position in Southern Company in Q3 2021 and held it in 13 quarters.
  • USAdvisors Wealth Management's Southern Company position peaked at $305K in Q1 2025.
  • 1,125 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.