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Acorns Advisers’s Southern Company SO Stock Holding History

Acorns Advisers’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 		$412K Buy
4,306
+488
+13% +$45.9K ﹤0.01% 83
2026
Q1 		$369K Buy
3,818
+7
+0.2% +$648 ﹤0.01% 79
2025
Q4 		$332K Buy
3,811
+540
+17% +$49.3K ﹤0.01% 77
2025
Q3 		$310K Buy
3,271
+586
+22% +$54.7K ﹤0.01% 75
2025
Q2 		$247K Buy
+2,685
New +$241K ﹤0.01% 76

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

Acorns Advisers's SO Position: Q2 2026 in Review

Acorns Advisers increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $45.9K and bringing the position to 4,306 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

Acorns Advisers first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Acorns Advisers held 4,306 shares of Southern Company worth $412K as of Q2 2026.
  • Acorns Advisers bought 488 Southern Company shares in Q2 2026, an estimated $45.9K.
  • Southern Company made up ﹤0.01% of Acorns Advisers's portfolio in Q2 2026, its #83 holding.
  • Acorns Advisers first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Acorns Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.