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Zinnia Wealth Advisory’s Southern Company SO Stock Holding History

Zinnia Wealth Advisory’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 		$541K Sell
5,652
-394
-7% -$37.1K 0.55% 40
2026
Q1 		$584K Sell
6,046
-150
-2% -$13.9K 0.65% 36
2025
Q4 		$540K Buy
+6,196
New +$566K 0.58% 40

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

Zinnia Wealth Advisory's SO Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its Southern Company (SO) stake by 6.5% in Q2 2026, selling an estimated $37.1K and leaving 5,652 shares worth $541K. The position accounts for 0.55% of the portfolio, ranked #40.

Zinnia Wealth Advisory first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $584K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Zinnia Wealth Advisory held 5,652 shares of Southern Company worth $541K as of Q2 2026.
  • Zinnia Wealth Advisory sold 394 Southern Company shares in Q2 2026, an estimated $37.1K.
  • Southern Company made up 0.55% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #40 holding.
  • Zinnia Wealth Advisory first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Southern Company position peaked at $584K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.