Wealth Architects’s Southern Company SO Stock Holding History

Wealth Architects’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	$227K	Buy	2,373 +25	+1%	+$2.35K	0.02%	233
2026 Q1	$227K	Hold	2,348	–	–	0.02%	216
2025 Q4	$205K	Hold	2,348	–	–	0.02%	229
2025 Q3	$223K	Hold	2,348	–	–	0.02%	210
2025 Q2	$216K	Sell	2,348 -31	-1%	-$2.78K	0.02%	212
2025 Q1	$219K	Buy	+2,379	New	+$206K	0.02%	212
2024 Q4	–	Sell	-2,539	Closed	-$229K	–	223
2024 Q3	$229K	Buy	+2,539	New	+$217K	0.03%	195
2020 Q1	–	Sell	-3,357	Closed	-$214K	–	145
2019 Q4	$214K	Sell	3,357 -2	-0.1%	-$124	0.06%	128
2019 Q3	$207K	Buy	+3,359	New	+$195K	0.06%	125
2017 Q4	–	Sell	-4,155	Closed	-$204K	–	135
2017 Q3	$204K	Sell	4,155 -166	-4%	-$8.05K	0.07%	121
2017 Q2	$206K	Sell	4,321 -13	-0.3%	-$652	0.08%	112
2017 Q1	$216K	Sell	4,334 -174	-4%	-$8.6K	0.09%	109
2016 Q4	$222K	Buy	4,508 +590	+15%	+$29K	0.1%	107
2016 Q3	$200K	Buy	+3,918	New	+$206K	0.09%	107

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Architects's SO Position: Q2 2026 in Review

Wealth Architects increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $2.35K and bringing the position to 2,373 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #233.

Wealth Architects first reported a position in SO in Q3 2016 and has held it in 14 quarters since. The position peaked at $229K in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wealth Architects held 2,373 shares of Southern Company worth $227K as of Q2 2026.
Wealth Architects bought 25 Southern Company shares in Q2 2026, an estimated $2.35K.
Southern Company made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #233 holding.
Wealth Architects first reported a position in Southern Company in Q3 2016 and has held it in 14 quarters since.
Wealth Architects's Southern Company position peaked at $229K in Q3 2024.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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