WA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return