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10Elms LLP’s Southern Company SO Stock Holding History

10Elms LLP’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 		$1.91K Hold
20
– – ﹤0.01% 515
2026
Q1 		$1.93K Hold
20
– – ﹤0.01% 473
2025
Q4 		$1.74K Sell
20
-222
-92% -$20.3K ﹤0.01% 461
2025
Q3 		$22.9K Hold
242
– – 0.02% 330
2025
Q2 		$22.2K Hold
242
– – 0.02% 336
2025
Q1 		$22.3K Hold
242
– – 0.02% 339
2024
Q4 		$19.9K Buy
+242
New +$21.2K 0.02% 345

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

10Elms LLP's SO Position: Q2 2026 in Review

10Elms LLP held its Southern Company (SO) position steady in Q2 2026 at 20 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

10Elms LLP first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.9K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • 10Elms LLP held 20 shares of Southern Company worth $1.91K as of Q2 2026.
  • 10Elms LLP left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of 10Elms LLP's portfolio in Q2 2026, its #515 holding.
  • 10Elms LLP first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 10Elms LLP's Southern Company position peaked at $22.9K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.