Whipplewood Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
Whipplewood Advisors's SO Position: Q2 2026 in Review
Whipplewood Advisors reduced its Southern Company (SO) stake by 59% in Q2 2026, selling an estimated $4.05K and leaving 30 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #377.
Whipplewood Advisors first reported a position in SO in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.05K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Whipplewood Advisors held 30 shares of Southern Company worth $2.87K as of Q2 2026.
- Whipplewood Advisors sold 43 Southern Company shares in Q2 2026, an estimated $4.05K.
- Southern Company made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #377 holding.
- Whipplewood Advisors first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
- Whipplewood Advisors's Southern Company position peaked at $7.05K in Q1 2026.
- 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.