Wealth Alliance Advisory Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $641K | Buy |
6,698
+5
| +0.1% | +$471 | 0.09% | 105 |
|
|
2026
Q1 | $646K | Hold |
6,693
| – | – | 0.1% | 104 |
|
|
2025
Q4 | $584K | Sell |
6,693
-191
| -3% | -$17.4K | 0.1% | 108 |
|
|
2025
Q3 | $652K | Hold |
6,884
| – | – | 0.12% | 97 |
|
|
2025
Q2 | $632K | Hold |
6,884
| – | – | 0.12% | 98 |
|
|
2025
Q1 | $633K | Hold |
6,884
| – | – | 0.13% | 97 |
|
|
2024
Q4 | $567K | Hold |
6,884
| – | – | 0.12% | 99 |
|
|
2024
Q3 | $621K | Hold |
6,884
| – | – | 0.13% | 101 |
|
|
2024
Q2 | $534K | Hold |
6,884
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $494K | Hold |
6,884
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $483K | Hold |
6,884
| – | – | 0.13% | 101 |
|
|
2023
Q3 | $446K | Hold |
6,884
| – | – | 0.13% | 100 |
|
|
2023
Q2 | $484K | Sell |
6,884
-27
| -0.4% | -$1.94K | 0.17% | 90 |
|
|
2023
Q1 | $481K | Hold |
6,911
| – | – | 0.18% | 90 |
|
|
2022
Q4 | $494K | Sell |
6,911
-11
| -0.2% | -$735 | 0.19% | 82 |
|
|
2022
Q3 | $471K | Sell |
6,922
-100
| -1% | -$7.58K | 0.21% | 76 |
|
|
2022
Q2 | $501K | Sell |
7,022
-20
| -0.3% | -$1.47K | 0.24% | 72 |
|
|
2022
Q1 | $511K | Hold |
7,042
| – | – | 0.22% | 75 |
|
|
2021
Q4 | $483K | Hold |
7,042
| – | – | 0.21% | 80 |
|
|
2021
Q3 | $436K | Buy |
7,042
+25
| +0.4% | +$1.61K | 0.21% | 81 |
|
|
2021
Q2 | $425K | Hold |
7,017
| – | – | 0.21% | 81 |
|
|
2021
Q1 | $436K | Sell |
7,017
-315
| -4% | -$18.9K | 0.22% | 75 |
|
|
2020
Q4 | $450K | Buy |
7,332
+23
| +0.3% | +$1.38K | 0.24% | 71 |
|
|
2020
Q3 | $396K | Sell |
7,309
-160
| -2% | -$8.55K | 0.23% | 65 |
|
|
2020
Q2 | $387K | Buy |
7,469
+129
| +2% | +$7.17K | 0.24% | 66 |
|
|
2020
Q1 | $397K | Sell |
7,340
-73
| -1% | -$4.63K | 0.31% | 60 |
|
|
2019
Q4 | $472K | Buy |
7,413
+100
| +1% | +$6.2K | 0.27% | 62 |
|
|
2019
Q3 | $450K | Hold |
7,313
| – | – | 0.28% | 62 |
|
|
2019
Q2 | $410K | Hold |
7,313
| – | – | 0.25% | 67 |
|
|
2019
Q1 | $387K | Hold |
7,313
| – | – | 0.25% | 68 |
|
|
2018
Q4 | $321K | Sell |
7,313
-675
| -8% | -$30.7K | 0.24% | 75 |
|
|
2018
Q3 | $348K | Buy |
7,988
+1,695
| +27% | +$78.1K | 0.18% | 90 |
|
|
2018
Q2 | $291K | Buy |
6,293
+700
| +13% | +$31.3K | 0.16% | 93 |
|
|
2018
Q1 | $250K | Buy |
5,593
+300
| +6% | +$13.3K | 0.15% | 96 |
|
|
2017
Q4 | $255K | Buy |
+5,293
| New | +$270K | 0.23% | 77 |
|
Other funds holding SO
Wealth Alliance Advisory Group's SO Position: Q2 2026 in Review
Wealth Alliance Advisory Group increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $471 and bringing the position to 6,698 shares worth $641K. The position accounts for 0.09% of the portfolio, ranked #105.
Wealth Alliance Advisory Group first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $652K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Wealth Alliance Advisory Group held 6,698 shares of Southern Company worth $641K as of Q2 2026.
- Wealth Alliance Advisory Group bought 5 Southern Company shares in Q2 2026, an estimated $471.
- Southern Company made up 0.09% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #105 holding.
- Wealth Alliance Advisory Group first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's Southern Company position peaked at $652K in Q3 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.