3Chopt Investment Partners’s Southern Company SO Stock Holding History

3Chopt Investment Partners’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	$697K	Sell	7,284 -59	-0.8%	-$5.55K	0.13%	129
2026 Q1	$709K	Buy	7,343 +1,104	+18%	+$102K	0.16%	109
2025 Q4	$544K	Sell	6,239 -22	-0.4%	-$2.01K	0.12%	139
2025 Q3	$593K	Hold	6,261	–	–	0.14%	125
2025 Q2	$575K	Buy	6,261 +225	+4%	+$20.2K	0.14%	124
2025 Q1	$555K	Buy	+6,036	New	+$523K	0.15%	128
2024 Q3	–	Sell	-3,828	Closed	-$297K	–	161
2024 Q2	$297K	Buy	+3,828	New	+$290K	0.09%	158
2024 Q1	–	Sell	-3,483	Closed	-$244K	–	146
2023 Q4	$244K	Buy	+3,483	New	+$239K	0.09%	154
2023 Q3	–	Sell	-2,984	Closed	-$210K	–	121
2023 Q2	$210K	Buy	2,984 +33	+1%	+$2.37K	0.1%	131
2023 Q1	$205K	Hold	2,951	–	–	0.11%	140
2022 Q4	$211K	Buy	+2,951	New	+$197K	0.12%	129

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 $3.37T AUM 44.26% 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

3Chopt Investment Partners's SO Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Southern Company (SO) stake by 0.8% in Q2 2026, selling an estimated $5.55K and leaving 7,284 shares worth $697K. The position accounts for 0.13% of the portfolio, ranked #129.

3Chopt Investment Partners first reported a position in SO in Q4 2022 and has held it in 11 quarters since. The position peaked at $709K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

3Chopt Investment Partners held 7,284 shares of Southern Company worth $697K as of Q2 2026.
3Chopt Investment Partners sold 59 Southern Company shares in Q2 2026, an estimated $5.55K.
Southern Company made up 0.13% of 3Chopt Investment Partners's portfolio in Q2 2026, its #129 holding.
3Chopt Investment Partners first reported a position in Southern Company in Q4 2022 and has held it in 11 quarters since.
3Chopt Investment Partners's Southern Company position peaked at $709K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.