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Waterford Advisors’s Southern Company SO Stock Holding History

Waterford 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 		$256K Hold
2,671
– – 0.07% 53
2026
Q1 		$259K Hold
2,671
– – 0.08% 52
2025
Q4 		$233K Hold
2,671
– – 0.09% 46
2025
Q3 		$253K Sell
2,671
-349,032
-99% -$32.6M 0.09% 49
2025
Q2 		$245K Buy
351,703
+349,032
+13,067% +$31.3M 0.09% 49
2025
Q1 		$246K Hold
2,671
– – 0.1% 46
2024
Q4 		$220K Hold
2,671
– – 0.11% 44
2024
Q3 		$241K Sell
2,671
-420
-14% -$35.9K 0.12% 46
2024
Q2 		$240K Hold
3,091
– – 0.1% 49
2024
Q1 		$222K Sell
3,091
-380
-11% -$26.2K 0.09% 52
2023
Q4 		$243K Buy
3,471
+200
+6% +$13.7K 0.11% 48
2023
Q3 		$212K Sell
3,271
-265
-7% -$18.4K 0.12% 47
2023
Q2 		$248K Hold
3,536
– – 0.12% 47
2023
Q1 		$246K Hold
3,536
– – 0.13% 45
2022
Q4 		$253K Buy
+3,536
New +$236K 0.15% 44

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

Waterford Advisors's SO Position: Q2 2026 in Review

Waterford Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,671 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #53.

Waterford Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $259K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Waterford Advisors held 2,671 shares of Southern Company worth $256K as of Q2 2026.
  • Waterford Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.07% of Waterford Advisors's portfolio in Q2 2026, its #53 holding.
  • Waterford Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Waterford Advisors's Southern Company position peaked at $259K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.