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WJ Financial Advisors’s Southern Company SO Stock Holding History

WJ Financial 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 		$1.8M Buy
18,758
+629
+3% +$59.2K 1.32% 22
2026
Q1 		$1.75M Buy
18,129
+411
+2% +$38K 1.41% 19
2025
Q4 		$1.55M Buy
17,718
+410
+2% +$37.4K 1.38% 20
2025
Q3 		$1.64M Buy
+17,308
New +$1.62M 1.59% 18

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

WJ Financial Advisors's SO Position: Q2 2026 in Review

WJ Financial Advisors increased its Southern Company (SO) stake by 3.5% in Q2 2026, buying an estimated $59.2K and bringing the position to 18,758 shares worth $1.8M. The position accounts for 1.32% of the portfolio, ranked #22.

WJ Financial Advisors first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 2,353 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WJ Financial Advisors held 18,758 shares of Southern Company worth $1.8M as of Q2 2026.
  • WJ Financial Advisors bought 629 Southern Company shares in Q2 2026, an estimated $59.2K.
  • Southern Company made up 1.32% of WJ Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • WJ Financial Advisors first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.