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Warren Street Wealth Advisors’s Southern Company SO Stock Holding History

Warren Street 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 		$226K Buy
2,358
+56
+2% +$5.27K 0.05% 132
2026
Q1 		$222K Sell
2,302
-98
-4% -$9.06K 0.06% 113
2025
Q4 		$209K Buy
2,400
+262
+12% +$23.9K 0.06% 117
2025
Q3 		$203K Buy
+2,138
New +$200K 0.06% 143

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Warren Street Wealth Advisors's SO Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Southern Company (SO) stake by 2.4% in Q2 2026, buying an estimated $5.27K and bringing the position to 2,358 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #132.

Warren Street Wealth Advisors first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Warren Street Wealth Advisors held 2,358 shares of Southern Company worth $226K as of Q2 2026.
  • Warren Street Wealth Advisors bought 56 Southern Company shares in Q2 2026, an estimated $5.27K.
  • Southern Company made up 0.05% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Warren Street Wealth Advisors first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.