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Wealth Preservation Advisors’s Southern Company SO Stock Holding History

Wealth Preservation Advisors’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 		$9.65K Sell
100
-131
-57% -$12.1K 0.01% 420
2025
Q4 		$20.2K Hold
231
– – 0.01% 261
2025
Q3 		$21.9K Hold
231
– – 0.01% 247
2025
Q2 		$21.3K Buy
231
+1
+0.4% +$90 0.01% 245
2025
Q1 		$21.2K Buy
+230
New +$19.9K 0.02% 253

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

Wealth Preservation Advisors's SO Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Southern Company (SO) stake by 57% in Q1 2026, selling an estimated $12.1K and leaving 100 shares worth $9.65K. The position accounts for 0.01% of the portfolio, ranked #420.

Wealth Preservation Advisors first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.9K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wealth Preservation Advisors held 100 shares of Southern Company worth $9.65K as of Q1 2026.
  • Wealth Preservation Advisors sold 131 Southern Company shares in Q1 2026, an estimated $12.1K.
  • Southern Company made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #420 holding.
  • Wealth Preservation Advisors first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Southern Company position peaked at $21.9K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.