Wealthfront Advisers’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20M | Buy |
209,303
+5,158
| +3% | +$486K | 0.04% | 159 |
|
|
2026
Q1 | $19.7M | Buy |
204,145
+39,456
| +24% | +$3.65M | 0.04% | 148 |
|
|
2025
Q4 | $14.4M | Sell |
164,689
-7,403
| -4% | -$676K | 0.03% | 182 |
|
|
2025
Q3 | $16.3M | Buy |
172,092
+7,003
| +4% | +$654K | 0.04% | 150 |
|
|
2025
Q2 | $15.2M | Buy |
165,089
+6,584
| +4% | +$591K | 0.04% | 149 |
|
|
2025
Q1 | $14.6M | Buy |
158,505
+24,962
| +19% | +$2.16M | 0.04% | 140 |
|
|
2024
Q4 | $11M | Buy |
133,543
+27,998
| +27% | +$2.46M | 0.03% | 165 |
|
|
2024
Q3 | $9.52M | Buy |
105,545
+6,574
| +7% | +$562K | 0.03% | 170 |
|
|
2024
Q2 | $7.68M | Buy |
98,971
+11,242
| +13% | +$852K | 0.03% | 187 |
|
|
2024
Q1 | $6.29M | Sell |
87,729
-2,076
| -2% | -$143K | 0.02% | 223 |
|
|
2023
Q4 | $6.3M | Sell |
89,805
-1,420
| -2% | -$97.5K | 0.02% | 200 |
|
|
2023
Q3 | $5.9M | Sell |
91,225
-2,418
| -3% | -$168K | 0.03% | 184 |
|
|
2023
Q2 | $6.58M | Buy |
93,643
+8,192
| +10% | +$587K | 0.03% | 176 |
|
|
2023
Q1 | $5.95M | Sell |
85,451
-77,221
| -47% | -$5.2M | 0.03% | 178 |
|
|
2022
Q4 | $11.6M | Sell |
162,672
-8,163
| -5% | -$546K | 0.06% | 95 |
|
|
2022
Q3 | $11.6M | Buy |
170,835
+15,409
| +10% | +$1.17M | 0.06% | 80 |
|
|
2022
Q2 | $11.1M | Sell |
155,426
-15,400
| -9% | -$1.13M | 0.06% | 86 |
|
|
2022
Q1 | $12.4M | Buy |
170,826
+50,507
| +42% | +$3.42M | 0.05% | 82 |
|
|
2021
Q4 | $8.25M | Sell |
120,319
-3,110
| -3% | -$198K | 0.03% | 119 |
|
|
2021
Q3 | $7.65M | Buy |
123,429
+40,314
| +49% | +$2.6M | 0.04% | 115 |
|
|
2021
Q2 | $5.03M | Buy |
83,115
+10,383
| +14% | +$664K | 0.02% | 137 |
|
|
2021
Q1 | $4.52M | Sell |
72,732
-2,552
| -3% | -$153K | 0.02% | 127 |
|
|
2020
Q4 | $4.63M | Buy |
75,284
+5,916
| +9% | +$356K | 0.03% | 103 |
|
|
2020
Q3 | $3.76M | Buy |
69,368
+486
| +0.7% | +$26K | 0.03% | 101 |
|
|
2020
Q2 | $3.57M | Sell |
68,882
-30,372
| -31% | -$1.69M | 0.03% | 99 |
|
|
2020
Q1 | $5.37M | Buy |
99,254
+4,546
| +5% | +$288K | 0.05% | 68 |
|
|
2019
Q4 | $6.03M | Buy |
94,708
+2,482
| +3% | +$154K | 0.04% | 69 |
|
|
2019
Q3 | $5.7M | Buy |
92,226
+5,570
| +6% | +$323K | 0.05% | 65 |
|
|
2019
Q2 | $4.79M | Buy |
86,656
+3,913
| +5% | +$209K | 0.04% | 76 |
|
|
2019
Q1 | $4.28M | Buy |
82,743
+21,582
| +35% | +$1.06M | 0.04% | 79 |
|
|
2018
Q4 | $2.69M | Buy |
+61,161
| New | +$2.78M | 0.03% | 101 |
|
Other funds holding SO
Wealthfront Advisers's SO Position: Q2 2026 in Review
Wealthfront Advisers increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $486K and bringing the position to 209,303 shares worth $20M. The position accounts for 0.04% of the portfolio, ranked #159.
Wealthfront Advisers first reported a position in SO in Q4 2018 and has held it in 31 quarters since. 1,889 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Wealthfront Advisers held 209,303 shares of Southern Company worth $20M as of Q2 2026.
- Wealthfront Advisers bought 5,158 Southern Company shares in Q2 2026, an estimated $486K.
- Southern Company made up 0.04% of Wealthfront Advisers's portfolio in Q2 2026, its #159 holding.
- Wealthfront Advisers first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
- 1,889 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.