Wealth Enhancement Advisory Services
SO icon

Wealth Enhancement Advisory Services’s Southern Company SO Stock Holding History

Wealth Enhancement Advisory Services’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 		$53.7M Buy
570,498
+104,203
+22% +$9.81M 0.09% 199
2026
Q1 		$44.8M Sell
466,295
-215,647
-32% -$19.9M 0.09% 208
2025
Q4 		$59.7M Buy
681,942
+29,831
+5% +$2.72M 0.08% 233
2025
Q3 		$62.9M Buy
652,111
+43,693
+7% +$4.08M 0.1% 207
2025
Q2 		$55.7M Buy
608,418
+68,914
+13% +$6.19M 0.09% 210
2025
Q1 		$49.6M Buy
539,504
+14,019
+3% +$1.21M 0.09% 206
2024
Q4 		$43.3M Buy
525,485
+136,890
+35% +$12M 0.08% 225
2024
Q3 		$35M Buy
388,595
+32,722
+9% +$2.8M 0.08% 252
2024
Q2 		$27.6M Buy
355,873
+32,579
+10% +$2.47M 0.07% 275
2024
Q1 		$23.2M Buy
323,294
+13,728
+4% +$948K 0.06% 293
2023
Q4 		$21.7M Sell
309,566
-120,014
-28% -$8.24M 0.06% 281
2023
Q3 		$27.8M Buy
429,580
+424,490
+8,340% +$29.5M 0.09% 218
2023
Q2 		$358K Sell
5,090
-551
-10% -$39.5K ﹤0.01% 401
2023
Q1 		$393K Sell
5,641
-62,631
-92% -$4.22M ﹤0.01% 408
2022
Q4 		$4.6M Buy
68,272
+24,520
+56% +$1.64M 0.06% 126
2022
Q3 		$2.81M Buy
+43,752
New +$3.31M 0.04% 150
2020
Q1 		– Sell
-19,563
Closed -$1.25M – 267
2019
Q4 		$1.25M Buy
+19,563
New +$1.21M 0.04% 159
2017
Q4 		– Sell
-18,024
Closed -$894K – 168
2017
Q3 		$894K Buy
+18,024
New +$874K 0.07% 118
2017
Q2 		– Sell
-44,580
Closed -$2.21M – 186
2017
Q1 		$2.21M Buy
44,580
+26,986
+153% +$1.33M 0.23% 55
2016
Q4 		$865K Buy
+17,594
New +$864K 0.11% 94

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's SO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Southern Company (SO) stake by 22% in Q2 2026, buying an estimated $9.81M and bringing the position to 570,498 shares worth $53.7M. The position accounts for 0.09% of the portfolio, ranked #199.

Wealth Enhancement Advisory Services first reported a position in SO in Q4 2016 and has held it in 20 quarters since. The position peaked at $62.9M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 570,498 shares of Southern Company worth $53.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 104,203 Southern Company shares in Q2 2026, an estimated $9.81M.
  • Southern Company made up 0.09% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #199 holding.
  • Wealth Enhancement Advisory Services first reported a position in Southern Company in Q4 2016 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's Southern Company position peaked at $62.9M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.