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Westfuller Advisors’s Southern Company SO Stock Holding History

Westfuller 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 		$133K Buy
1,386
+4
+0.3% +$377 0.05% 193
2026
Q1 		$133K Hold
1,382
– – 0.06% 175
2025
Q4 		$121K Sell
1,382
-1,018
-42% -$92.9K 0.05% 204
2025
Q3 		$227K Buy
+2,400
New +$224K 0.1% 137

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

Westfuller Advisors's SO Position: Q2 2026 in Review

Westfuller Advisors increased its Southern Company (SO) stake by 0.29% in Q2 2026, buying an estimated $377 and bringing the position to 1,386 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #193.

Westfuller Advisors first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $227K in Q3 2025. 2,364 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Westfuller Advisors held 1,386 shares of Southern Company worth $133K as of Q2 2026.
  • Westfuller Advisors bought 4 Southern Company shares in Q2 2026, an estimated $377.
  • Southern Company made up 0.05% of Westfuller Advisors's portfolio in Q2 2026, its #193 holding.
  • Westfuller Advisors first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Southern Company position peaked at $227K in Q3 2025.
  • 2,364 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.