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Wealth Advisors of Tampa Bay’s Southern Company SO Stock Holding History

Wealth Advisors of Tampa Bay’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
2025
Q2 		– Sell
-1,369
Closed -$126K – 140
2025
Q1 		$126K Buy
+1,369
New +$119K 0.05% 98
2023
Q2 		– Sell
-51,200
Closed -$3.56M – 81
2023
Q1 		$3.56M Buy
51,200
+136
+0.3% +$9.16K 2.04% 20
2022
Q4 		$3.65M Buy
51,064
+7,680
+18% +$514K 2.26% 15
2022
Q3 		$2.95M Sell
43,384
-46,706
-52% -$3.54M 2.02% 20
2022
Q2 		$6.42M Sell
90,090
-1,508
-2% -$111K 1.98% 20
2022
Q1 		$6.64M Buy
91,598
+20
+0% +$1.35K 1.8% 23
2021
Q4 		$6.28M Buy
91,578
+46,545
+103% +$2.97M 1.54% 27
2021
Q3 		$2.79M Sell
45,033
-419
-0.9% -$27K 1.54% 29
2021
Q2 		$2.75M Buy
45,452
+565
+1% +$36.1K 1.53% 30
2021
Q1 		$2.79M Buy
44,887
+2,300
+5% +$138K 1.65% 25
2020
Q4 		$2.62M Buy
42,587
+133
+0.3% +$8K 1.82% 22
2020
Q3 		$2.3M Buy
42,454
+2,435
+6% +$130K 1.71% 25
2020
Q2 		$2.08M Buy
+40,019
New +$2.22M 1.73% 27

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Advisors of Tampa Bay's SO Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Southern Company (SO) in Q2 2025, closing a stake of 1,369 shares — an estimated $126K sold.

Wealth Advisors of Tampa Bay first reported a position in SO in Q2 2020 and held it in 13 quarters. The position peaked at $6.64M in Q1 2022. 2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 1,369 Southern Company shares in Q2 2025, an estimated $126K.
  • Wealth Advisors of Tampa Bay first reported a position in Southern Company in Q2 2020 and held it in 13 quarters.
  • Wealth Advisors of Tampa Bay's Southern Company position peaked at $6.64M in Q1 2022.
  • 2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.