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W Advisors LLC’s Southern Company SO Stock Holding History

W Advisors LLC’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 		$696K Buy
7,271
+128
+2% +$12.1K 0.32% 67
2026
Q1 		$689K Sell
7,143
-22
-0.3% -$2.04K 0.35% 62
2025
Q4 		$625K Sell
7,165
-49
-0.7% -$4.47K 0.31% 69
2025
Q3 		$684K Sell
7,214
-793
-10% -$74K 0.36% 64
2025
Q2 		$735K Sell
8,007
-15
-0.2% -$1.35K 0.42% 56
2025
Q1 		$738K Buy
8,022
+54
+0.7% +$4.67K 0.46% 55
2024
Q4 		$656K Sell
7,968
-20
-0.3% -$1.75K 0.41% 54
2024
Q3 		$720K Buy
7,988
+87
+1% +$7.43K 0.44% 52
2024
Q2 		$613K Buy
7,901
+51
+0.6% +$3.87K 0.4% 56
2024
Q1 		$563K Buy
7,850
+36
+0.5% +$2.48K 0.39% 58
2023
Q4 		$548K Buy
7,814
+287
+4% +$19.7K 0.41% 58
2023
Q3 		$487K Sell
7,527
-200
-3% -$13.9K 0.4% 58
2023
Q2 		$543K Hold
7,727
– – 0.43% 55
2023
Q1 		$538K Sell
7,727
-105
-1% -$7.07K 0.44% 58
2022
Q4 		$559K Sell
7,832
-755
-9% -$50.5K 0.47% 53
2022
Q3 		$584K Sell
8,587
-8
-0.1% -$606 0.54% 50
2022
Q2 		$613K Buy
8,595
+21
+0.2% +$1.54K 0.53% 48
2022
Q1 		$621K Buy
8,574
+507
+6% +$34.3K 0.47% 54
2021
Q4 		$553K Buy
+8,067
New +$514K 0.41% 60

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

W Advisors LLC's SO Position: Q2 2026 in Review

W Advisors LLC increased its Southern Company (SO) stake by 1.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 7,271 shares worth $696K. The position accounts for 0.32% of the portfolio, ranked #67.

W Advisors LLC first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $738K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • W Advisors LLC held 7,271 shares of Southern Company worth $696K as of Q2 2026.
  • W Advisors LLC bought 128 Southern Company shares in Q2 2026, an estimated $12.1K.
  • Southern Company made up 0.32% of W Advisors LLC's portfolio in Q2 2026, its #67 holding.
  • W Advisors LLC first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's Southern Company position peaked at $738K in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.