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WCG Wealth Advisors’s Southern Company SO Stock Holding History

WCG 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 		$2.49M Sell
26,068
-443
-2% -$41.7K 0.06% 277
2026
Q1 		$2.56M Sell
26,511
-2,396
-8% -$222K 0.07% 240
2025
Q4 		$2.52M Buy
28,907
+16,392
+131% +$1.5M 0.07% 229
2025
Q3 		$1.19M Buy
12,515
+529
+4% +$49.4K 0.07% 210
2025
Q2 		$1.1M Buy
+11,986
New +$1.08M 0.07% 222
2025
Q1 		– Sell
-10,002
Closed -$823K – 321
2024
Q4 		$823K Buy
+10,002
New +$878K 0.05% 227

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $41.7K and leaving 26,068 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #277.

WCG Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WCG Wealth Advisors held 26,068 shares of Southern Company worth $2.49M as of Q2 2026.
  • WCG Wealth Advisors sold 443 Southern Company shares in Q2 2026, an estimated $41.7K.
  • Southern Company made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • WCG Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • WCG Wealth Advisors's Southern Company position peaked at $2.56M in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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