Wealthspire Advisors (New York)’s Southern Company SO Stock Holding History

Wealthspire Advisors (New York)’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	$1.34M	Buy	14,045 +902	+7%	+$84.9K	0.01%	501
2026 Q1	$1.27M	Sell	13,143 -11,787	-47%	-$1.09M	0.01%	364
2025 Q4	$2.17M	Buy	24,930 +2,696	+12%	+$246K	0.02%	280
2025 Q3	$2.11M	Sell	22,234 -721	-3%	-$67.3K	0.01%	271
2025 Q2	$2.11M	Buy	22,955 +302	+1%	+$27.1K	0.01%	272
2025 Q1	$2.08M	Buy	22,653 +2,430	+12%	+$210K	0.01%	272
2024 Q4	$1.66M	Buy	20,223 +268	+1%	+$23.5K	0.02%	270
2024 Q3	$1.8M	Buy	19,955 +248	+1%	+$21.2K	0.02%	273
2024 Q2	$1.53M	Buy	19,707 +563	+3%	+$42.7K	0.02%	243
2024 Q1	$1.37M	Sell	19,144 -11,962	-38%	-$826K	0.02%	259
2023 Q4	$2.18M	Buy	31,106 +9,434	+44%	+$648K	0.03%	181
2023 Q3	$1.4M	Sell	21,672 -304	-1%	-$21.1K	0.02%	221
2023 Q2	$1.54M	Sell	21,976 -2,528	-10%	-$181K	0.03%	181
2023 Q1	$1.7M	Sell	24,504 -616	-2%	-$41.5K	0.03%	171
2022 Q4	$1.79M	Buy	25,120 +2,075	+9%	+$139K	0.03%	167
2022 Q3	$1.57M	Buy	23,045 +270	+1%	+$20.5K	0.03%	170
2022 Q2	$1.62M	Buy	22,775 +3,640	+19%	+$267K	0.03%	158
2022 Q1	$1.39M	Buy	19,135 +1,812	+10%	+$123K	0.03%	158
2021 Q4	$1.19M	Buy	17,323 +246	+1%	+$15.7K	0.03%	207
2021 Q3	$1.06M	Buy	17,077 +12,170	+248%	+$784K	0.02%	238
2021 Q2	$297K	Sell	4,907 -24,995	-84%	-$1.6M	0.01%	294
2021 Q1	$1.86M	Buy	29,902 +5,376	+22%	+$322K	0.04%	182
2020 Q4	$1.51M	Buy	24,526 +18,376	+299%	+$1.1M	0.04%	161
2020 Q3	$333K	Sell	6,150 -812	-12%	-$43.4K	0.02%	225
2020 Q2	$361K	Sell	6,962 -9,433	-58%	-$524K	0.03%	183
2020 Q1	$888K	Buy	16,395 +12,180	+289%	+$772K	0.04%	215
2019 Q4	$268K	Buy	+4,215	New	+$261K	0.02%	164
2019 Q1	–	Sell	-573	Closed	-$25K	–	677
2018 Q4	$25K	Buy	+573	New	+$26K	﹤0.01%	294

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (New York)'s SO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Southern Company (SO) stake by 6.9% in Q2 2026, buying an estimated $84.9K and bringing the position to 14,045 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #501.

Wealthspire Advisors (New York) first reported a position in SO in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.18M in Q4 2023. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wealthspire Advisors (New York) held 14,045 shares of Southern Company worth $1.34M as of Q2 2026.
Wealthspire Advisors (New York) bought 902 Southern Company shares in Q2 2026, an estimated $84.9K.
Southern Company made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #501 holding.
Wealthspire Advisors (New York) first reported a position in Southern Company in Q4 2018 and has held it in 28 quarters since.
Wealthspire Advisors (New York)'s Southern Company position peaked at $2.18M in Q4 2023.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.