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Visionary Wealth Advisors’s Southern Company SO Stock Holding History

Visionary 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 		$10.7M Buy
112,104
+5,208
+5% +$490K 0.42% 62
2026
Q1 		$10.3M Buy
106,896
+5,987
+6% +$554K 0.46% 56
2025
Q4 		$8.8M Buy
100,909
+1,712
+2% +$156K 0.4% 77
2025
Q3 		$9.4M Buy
99,197
+702
+0.7% +$65.5K 0.44% 62
2025
Q2 		$9.04M Buy
98,495
+2,275
+2% +$204K 0.46% 56
2025
Q1 		$8.85M Sell
96,220
-2,512
-3% -$217K 0.53% 51
2024
Q4 		$8.13M Buy
98,732
+409
+0.4% +$35.9K 0.48% 57
2024
Q3 		$8.87M Sell
98,323
-9,708
-9% -$829K 0.54% 53
2024
Q2 		$8.38M Buy
108,031
+2,832
+3% +$215K 0.55% 52
2024
Q1 		$7.55M Buy
105,199
+11,221
+12% +$775K 0.51% 52
2023
Q4 		$6.59M Buy
93,978
+1,122
+1% +$77K 0.48% 57
2023
Q3 		$6.01M Buy
92,856
+540
+0.6% +$37.5K 0.49% 55
2023
Q2 		$6.49M Buy
92,316
+1,392
+2% +$99.8K 0.52% 48
2023
Q1 		$6.33M Buy
90,924
+5,926
+7% +$399K 0.54% 51
2022
Q4 		$6.07M Buy
84,998
+5,853
+7% +$391K 0.56% 50
2022
Q3 		$5.38M Buy
79,145
+2,555
+3% +$194K 0.56% 48
2022
Q2 		$5.46M Buy
76,590
+5,745
+8% +$422K 0.49% 55
2022
Q1 		$5.14M Buy
70,845
+7,658
+12% +$519K 0.41% 64
2021
Q4 		$4.33M Buy
63,187
+4,190
+7% +$267K 0.36% 71
2021
Q3 		$3.66M Buy
58,997
+581
+1% +$37.4K 0.38% 71
2021
Q2 		$3.54M Buy
58,416
+1,214
+2% +$77.6K 0.36% 74
2021
Q1 		$3.56M Buy
57,202
+4,133
+8% +$247K 0.37% 74
2020
Q4 		$3.26M Buy
53,069
+1,183
+2% +$71.1K 0.37% 72
2020
Q3 		$2.81M Buy
51,886
+47,412
+1,060% +$2.53M 0.4% 68
2020
Q2 		$232K Buy
4,474
+39
+0.9% +$2.17K 0.04% 207
2020
Q1 		$240K Sell
4,435
-56
-1% -$3.55K 0.05% 169
2019
Q4 		$286K Buy
+4,491
New +$278K 0.05% 169

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

Visionary Wealth Advisors's SO Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Southern Company (SO) stake by 4.9% in Q2 2026, buying an estimated $490K and bringing the position to 112,104 shares worth $10.7M. The position accounts for 0.42% of the portfolio, ranked #62.

Visionary Wealth Advisors first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 2,362 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Visionary Wealth Advisors held 112,104 shares of Southern Company worth $10.7M as of Q2 2026.
  • Visionary Wealth Advisors bought 5,208 Southern Company shares in Q2 2026, an estimated $490K.
  • Southern Company made up 0.42% of Visionary Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Visionary Wealth Advisors first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 2,362 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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