Walkner Condon Financial Advisors’s Southern Company SO Stock Holding History

Walkner Condon Financial 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	$307K	Buy	3,208 +159	+5%	+$15K	0.04%	259
2026 Q1	$294K	Sell	3,049 -1,034	-25%	-$95.7K	0.04%	246
2025 Q4	$356K	Buy	4,083 +10	+0.2%	+$913	0.05%	215
2025 Q3	$386K	Buy	4,073 +7	+0.2%	+$653	0.06%	200
2025 Q2	$373K	Sell	4,066 -563	-12%	-$50.6K	0.07%	194
2025 Q1	$426K	Sell	4,629 -1,183	-20%	-$102K	0.09%	174
2024 Q4	$478K	Buy	5,812 +140	+2%	+$12.3K	0.1%	164
2024 Q3	$511K	Buy	5,672 +1,381	+32%	+$118K	0.1%	155
2024 Q2	$333K	Buy	+4,291	New	+$325K	0.07%	187

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Walkner Condon Financial Advisors's SO Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Southern Company (SO) stake by 5.2% in Q2 2026, buying an estimated $15K and bringing the position to 3,208 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #259.

Walkner Condon Financial Advisors first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $511K in Q3 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Walkner Condon Financial Advisors held 3,208 shares of Southern Company worth $307K as of Q2 2026.
Walkner Condon Financial Advisors bought 159 Southern Company shares in Q2 2026, an estimated $15K.
Southern Company made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #259 holding.
Walkner Condon Financial Advisors first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Walkner Condon Financial Advisors's Southern Company position peaked at $511K in Q3 2024.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.