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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCG Wealth Advisors's SO Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Southern Company (SO) stake by 8.3% in Q1 2026, selling an estimated $222K and leaving 26,511 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #240.

WCG Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 5 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

WCG Wealth Advisors held 26,511 shares of Southern Company worth $2.56M as of Q1 2026.
WCG Wealth Advisors sold 2,396 Southern Company shares in Q1 2026, an estimated $222K.
Southern Company made up 0.07% of WCG Wealth Advisors's portfolio in Q1 2026, its #240 holding.
WCG Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.