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1620 Investment Advisors’s Southern Company SO Stock Holding History

1620 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 		$1.01M Sell
10,600
-823
-7% -$77.5K 0.63% 34
2026
Q1 		$1.1M Buy
11,423
+64
+0.6% +$5.92K 0.75% 28
2025
Q4 		$991K Buy
11,359
+107
+1% +$9.77K 0.66% 34
2025
Q3 		$1.07M Sell
11,252
-88
-0.8% -$8.21K 0.72% 33
2025
Q2 		$1.04M Buy
11,340
+95
+0.8% +$8.53K 0.74% 33
2025
Q1 		$1.03M Sell
11,245
-6
-0.1% -$519 0.79% 26
2024
Q4 		$926K Buy
11,251
+158
+1% +$13.9K 0.7% 31
2024
Q3 		$1M Sell
11,093
-50
-0.4% -$4.27K 0.72% 32
2024
Q2 		$864K Buy
11,143
+10,543
+1,757% +$799K 0.66% 36
2024
Q1 		$792K Sell
600
-10,030
-94% -$692K 0.8% 35
2023
Q4 		$745K Sell
10,630
-7,227
-40% -$496K 0.81% 33
2023
Q3 		$91.1K Buy
17,857
+10,806
+153% +$750K 0.1% 137
2023
Q2 		$495K Buy
7,051
+88
+1% +$6.31K 0.54% 62
2023
Q1 		$484K Buy
6,963
+21
+0.3% +$1.41K 0.58% 56
2022
Q4 		$496K Buy
6,942
+517
+8% +$34.6K 0.6% 59
2022
Q3 		$437K Buy
6,425
+14
+0.2% +$1.06K 0.64% 54
2022
Q2 		$457K Buy
6,411
+450
+8% +$33K 0.63% 56
2022
Q1 		$409K Hold
5,961
– – 0.45% 79
2021
Q4 		$409K Buy
+5,961
New +$380K 0.46% 75

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

1620 Investment Advisors's SO Position: Q2 2026 in Review

1620 Investment Advisors reduced its Southern Company (SO) stake by 7.2% in Q2 2026, selling an estimated $77.5K and leaving 10,600 shares worth $1.01M. The position accounts for 0.63% of the portfolio, ranked #34.

1620 Investment Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • 1620 Investment Advisors held 10,600 shares of Southern Company worth $1.01M as of Q2 2026.
  • 1620 Investment Advisors sold 823 Southern Company shares in Q2 2026, an estimated $77.5K.
  • Southern Company made up 0.63% of 1620 Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • 1620 Investment Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Southern Company position peaked at $1.1M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.