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Advance Capital Management’s Southern Company SO Stock Holding History

Advance Capital Management’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 		$254K Sell
2,649
-25
-0.9% -$2.35K 0.01% 169
2026
Q1 		$258K Buy
2,674
+39
+1% +$3.61K 0.01% 151
2025
Q4 		$230K Buy
2,635
+10
+0.4% +$913 0.01% 156
2025
Q3 		$249K Buy
2,625
+368
+16% +$34.4K 0.01% 150
2025
Q2 		$207K Sell
2,257
-232
-9% -$20.8K 0.01% 161
2025
Q1 		$229K Sell
2,489
-16
-0.6% -$1.39K 0.01% 142
2024
Q4 		$206K Buy
2,505
+172
+7% +$15.1K 0.01% 149
2024
Q3 		$210K Buy
+2,333
New +$199K 0.01% 143

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

Advance Capital Management's SO Position: Q2 2026 in Review

Advance Capital Management reduced its Southern Company (SO) stake by 0.93% in Q2 2026, selling an estimated $2.35K and leaving 2,649 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #169.

Advance Capital Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $258K in Q1 2026. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Advance Capital Management held 2,649 shares of Southern Company worth $254K as of Q2 2026.
  • Advance Capital Management sold 25 Southern Company shares in Q2 2026, an estimated $2.35K.
  • Southern Company made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #169 holding.
  • Advance Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Advance Capital Management's Southern Company position peaked at $258K in Q1 2026.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.