WFA of San Diego’s Southern Company SO Stock Holding History

WFA of San Diego’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	–	Sell	-150	Closed	-$14.5K	–	329
2026 Q1	$14.5K	Sell	150 -7,710	-98%	-$713K	0.01%	277
2025 Q4	$685K	Hold	7,860	–	–	0.5%	48
2025 Q3	$745K	Hold	7,860	–	–	0.51%	41
2025 Q2	$722K	Buy	+7,860	New	+$706K	0.53%	41
2024 Q3	$40.6K	Hold	450	–	–	0.03%	201
2024 Q2	$34.9K	Buy	+450	New	+$34.1K	0.03%	207
2023 Q3	$29.1K	Sell	450 -800	-64%	-$55.5K	0.03%	211
2023 Q2	$87.8K	Sell	1,250 -7,710	-86%	-$553K	0.09%	126
2023 Q1	$623K	Hold	8,960	–	–	0.65%	34
2022 Q4	$640K	Hold	8,960	–	–	0.49%	43
2022 Q3	$609K	Buy	8,960 +7,710	+617%	+$584K	0.55%	44
2022 Q2	$89K	Buy	+1,250	New	+$91.8K	0.08%	127
2022 Q1	–	Sell	-8,960	Closed	-$614K	–	149
2021 Q4	$614K	Buy	+8,960	New	+$571K	0.36%	63
2020 Q3	–	Sell	-3,760	Closed	-$256K	–	219
2020 Q2	$256K	Buy	+3,760	New	+$209K	0.06%	221

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 $3.37T AUM 44.26% 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

WFA of San Diego's SO Position: Q2 2026 in Review

WFA of San Diego sold out of Southern Company (SO) in Q2 2026, closing a stake of 150 shares — an estimated $14.5K sold.

WFA of San Diego first reported a position in SO in Q2 2020 and held it in 14 quarters. The position peaked at $745K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

WFA of San Diego reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 150 Southern Company shares in Q2 2026, an estimated $14.5K.
WFA of San Diego first reported a position in Southern Company in Q2 2020 and held it in 14 quarters.
WFA of San Diego's Southern Company position peaked at $745K in Q3 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.