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Wealth Advisory Team’s Southern Company SO Stock Holding History

Wealth Advisory Team’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 		$444K Buy
+4,639
New +$437K 0.36% 28
2025
Q4 		$398K Buy
+4,566
New +$417K 0.35% 28
2025
Q2 		$412K Buy
+4,490
New +$403K 0.39% 29

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wealth Advisory Team's SO Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Southern Company (SO) in Q2 2026: 4,639 shares worth $444K. The stake represents 0.36% of the portfolio and ranks #28 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in SO as recently as Q4 2025.

Wealth Advisory Team first reported a position in SO in Q2 2025 and has held it in 3 quarters since. 1,724 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wealth Advisory Team held 4,639 shares of Southern Company worth $444K as of Q2 2026.
  • Southern Company was a new Wealth Advisory Team position in Q2 2026.
  • Southern Company made up 0.36% of Wealth Advisory Team's portfolio in Q2 2026, its #28 holding.
  • Wealth Advisory Team first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • 1,724 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.