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Wealthcare Advisory Partners’s Southern Company SO Stock Holding History

Wealthcare Advisory Partners’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 		$4.86M Sell
50,770
-8,334
-14% -$785K 0.09% 182
2026
Q1 		$5.7M Sell
59,104
-222
-0.4% -$20.5K 0.11% 161
2025
Q4 		$5.17M Buy
59,326
+209
+0.4% +$19.1K 0.1% 174
2025
Q3 		$5.6M Buy
59,117
+61
+0.1% +$5.7K 0.12% 153
2025
Q2 		$5.42M Buy
59,056
+6,155
+12% +$553K 0.12% 145
2025
Q1 		$4.86M Sell
52,901
-951
-2% -$82.3K 0.13% 142
2024
Q4 		$4.43M Sell
53,852
-1,254
-2% -$110K 0.12% 147
2024
Q3 		$4.97M Buy
55,106
+1,661
+3% +$142K 0.14% 138
2024
Q2 		$4.15M Sell
53,445
-1,589
-3% -$120K 0.13% 134
2024
Q1 		$3.95M Buy
55,034
+3,201
+6% +$221K 0.13% 132
2023
Q4 		$3.63M Buy
51,833
+4,708
+10% +$323K 0.14% 119
2023
Q3 		$3.05M Buy
47,125
+1,955
+4% +$136K 0.14% 118
2023
Q2 		$3.17M Sell
45,170
-335
-0.7% -$24K 0.14% 123
2023
Q1 		$3.17M Buy
45,505
+506
+1% +$34.1K 0.14% 129
2022
Q4 		$3.21M Buy
44,999
+1,700
+4% +$114K 0.15% 115
2022
Q3 		$2.94M Buy
43,299
+33,858
+359% +$2.56M 0.17% 108
2022
Q2 		$673K Buy
9,441
+381
+4% +$28K 0.04% 265
2022
Q1 		$657K Buy
9,060
+519
+6% +$35.1K 0.04% 263
2021
Q4 		$586K Sell
8,541
-1,968
-19% -$125K 0.04% 291
2021
Q3 		$651K Buy
10,509
+1,636
+18% +$105K 0.04% 266
2021
Q2 		$537K Sell
8,873
-5,121
-37% -$328K 0.04% 309
2021
Q1 		$870K Buy
13,994
+7,010
+100% +$420K 0.06% 202
2020
Q4 		$429K Sell
6,984
-794
-10% -$47.7K 0.04% 257
2020
Q3 		$422K Buy
7,778
+3,592
+86% +$192K 0.05% 222
2020
Q2 		$217K Sell
4,186
-73
-2% -$4.06K 0.03% 290
2020
Q1 		$231K Sell
4,259
-1,287
-23% -$81.5K 0.03% 245
2019
Q4 		$353K Sell
5,546
-307
-5% -$19K 0.04% 215
2019
Q3 		$362K Buy
5,853
+404
+7% +$23.4K 0.05% 187
2019
Q2 		$301K Sell
5,449
-408
-7% -$21.8K 0.05% 203
2019
Q1 		$303K Buy
5,857
+250
+4% +$12.3K 0.05% 182
2018
Q4 		$246K Sell
5,607
-179
-3% -$8.14K 0.05% 182
2018
Q3 		$252K Sell
5,786
-60
-1% -$2.77K 0.05% 191
2018
Q2 		$271K Buy
5,846
+791
+16% +$35.4K 0.05% 181
2018
Q1 		$226K Sell
5,055
-1,652
-25% -$73.3K 0.05% 183
2017
Q4 		$323K Buy
6,707
+1,753
+35% +$89.3K 0.08% 133
2017
Q3 		$243K Buy
+4,954
New +$240K 0.07% 129

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthcare Advisory Partners's SO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Southern Company (SO) stake by 14% in Q2 2026, selling an estimated $785K and leaving 50,770 shares worth $4.86M. The position accounts for 0.09% of the portfolio, ranked #182.

Wealthcare Advisory Partners first reported a position in SO in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.7M in Q1 2026. 643 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wealthcare Advisory Partners held 50,770 shares of Southern Company worth $4.86M as of Q2 2026.
  • Wealthcare Advisory Partners sold 8,334 Southern Company shares in Q2 2026, an estimated $785K.
  • Southern Company made up 0.09% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #182 holding.
  • Wealthcare Advisory Partners first reported a position in Southern Company in Q3 2017 and has held it in 36 quarters since.
  • Wealthcare Advisory Partners's Southern Company position peaked at $5.7M in Q1 2026.
  • 643 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.