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WestEnd Advisors’s Southern Company SO Stock Holding History

WestEnd 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
Q2 		$4.98K Buy
52
+5
+11% +$471 ﹤0.01% 116
2026
Q1 		$4.54K Hold
47
– – ﹤0.01% 107
2025
Q4 		$4.1K Sell
47
-3
-6% -$274 ﹤0.01% 114
2025
Q3 		$4.74K Buy
+50
New +$4.67K ﹤0.01% 97
2024
Q4 		– Sell
-15
Closed -$1.35K – 399
2024
Q3 		$1.35K Sell
15
-1
-6% -$85 ﹤0.01% 110
2024
Q2 		$1.24K Sell
16
-1
-6% -$76 ﹤0.01% 110
2024
Q1 		$1.22K Hold
17
– – ﹤0.01% 104
2023
Q4 		$1.19K Sell
17
-11
-39% -$755 ﹤0.01% 112
2023
Q3 		$1.81K Buy
+28
New +$1.94K ﹤0.01% 84
2023
Q1 		– Sell
-23
Closed -$1.55K – 84
2022
Q4 		$1.64K Buy
23
+6
+35% +$401 ﹤0.01% 81
2022
Q3 		$1K Buy
17
+5
+42% +$379 ﹤0.01% 129
2022
Q2 		$855 Buy
+12
New +$881 ﹤0.01% 116

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

WestEnd Advisors's SO Position: Q2 2026 in Review

WestEnd Advisors increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $471 and bringing the position to 52 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #116.

WestEnd Advisors first reported a position in SO in Q2 2022 and has held it in 12 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WestEnd Advisors held 52 shares of Southern Company worth $4.98K as of Q2 2026.
  • WestEnd Advisors bought 5 Southern Company shares in Q2 2026, an estimated $471.
  • Southern Company made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #116 holding.
  • WestEnd Advisors first reported a position in Southern Company in Q2 2022 and has held it in 12 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.