Worth Financial Advisory Group’s Southern Company SO Stock Holding History

Worth Financial Advisory Group’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	$448K	Buy	+4,678	New	+$440K	0.19%	117
2026 Q1	–	Sell	-4,857	Closed	-$423K	–	159
2025 Q4	$423K	Sell	4,857 -1,297	-21%	-$118K	0.21%	117
2025 Q3	$583K	Buy	6,154 +157	+3%	+$14.7K	0.33%	75
2025 Q2	$551K	Buy	5,997 +1,970	+49%	+$177K	0.34%	73
2025 Q1	$370K	Buy	+4,027	New	+$349K	0.24%	103

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 $3.38T AUM 44.17% 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

Worth Financial Advisory Group's SO Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Southern Company (SO) in Q2 2026: 4,678 shares worth $448K. The stake represents 0.19% of the portfolio and ranks #117 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in SO as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $583K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Worth Financial Advisory Group held 4,678 shares of Southern Company worth $448K as of Q2 2026.
Southern Company was a new Worth Financial Advisory Group position in Q2 2026.
Southern Company made up 0.19% of Worth Financial Advisory Group's portfolio in Q2 2026, its #117 holding.
Worth Financial Advisory Group first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
Worth Financial Advisory Group's Southern Company position peaked at $583K in Q3 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.