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World Investment Advisors’s Southern Company SO Stock Holding History

World Investment 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 		$2.14M Sell
22,194
-7,671
-26% -$722K 0.04% 453
2026
Q1 		$2.88M Sell
29,865
-235
-0.8% -$21.7K 0.05% 388
2025
Q4 		$2.62M Buy
30,100
+10,519
+54% +$960K 0.04% 405
2025
Q3 		$1.86M Buy
19,581
+1,845
+10% +$172K 0.04% 414
2025
Q2 		$1.63M Sell
17,736
-2,002
-10% -$180K 0.04% 415
2025
Q1 		$1.81M Sell
19,738
-1,692
-8% -$146K 0.05% 368
2024
Q4 		$1.76M Buy
21,430
+10,348
+93% +$908K 0.05% 353
2024
Q3 		$999K Buy
11,082
+5,713
+106% +$488K 0.03% 427
2024
Q2 		$416K Buy
+5,369
New +$407K 0.03% 434
2022
Q3 		– Sell
-2,597
Closed -$201K – 266
2022
Q2 		$201K Buy
+2,597
New +$191K 0.04% 250
2020
Q1 		– Sell
-4,415
Closed -$281K – 173
2019
Q4 		$281K Sell
4,415
-600
-12% -$37.2K 0.11% 114
2019
Q3 		$310K Buy
5,015
+32
+0.6% +$1.85K 0.13% 98
2019
Q2 		$286K Sell
4,983
-2,778
-36% -$149K 0.13% 96
2019
Q1 		$401K Sell
7,761
-40
-0.5% -$1.96K 0.18% 69
2018
Q4 		$380K Buy
+7,801
New +$355K 0.17% 83

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

World Investment Advisors's SO Position: Q2 2026 in Review

World Investment Advisors reduced its Southern Company (SO) stake by 26% in Q2 2026, selling an estimated $722K and leaving 22,194 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #453.

World Investment Advisors first reported a position in SO in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.88M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • World Investment Advisors held 22,194 shares of Southern Company worth $2.14M as of Q2 2026.
  • World Investment Advisors sold 7,671 Southern Company shares in Q2 2026, an estimated $722K.
  • Southern Company made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #453 holding.
  • World Investment Advisors first reported a position in Southern Company in Q4 2018 and has held it in 15 quarters since.
  • World Investment Advisors's Southern Company position peaked at $2.88M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.