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Advisors Capital Management’s Southern Company SO Stock Holding History

Advisors 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 		$21.9M Buy
229,231
+2,587
+1% +$244K 0.23% 127
2026
Q1 		$21.9M Sell
226,644
-79,395
-26% -$7.34M 0.25% 121
2025
Q4 		$26.7M Buy
306,039
+3,549
+1% +$324K 0.31% 97
2025
Q3 		$28.7M Buy
302,490
+2,142
+0.7% +$200K 0.36% 87
2025
Q2 		$27.6M Buy
300,348
+10,722
+4% +$963K 0.38% 84
2025
Q1 		$26.6M Buy
289,626
+24,564
+9% +$2.13M 0.41% 79
2024
Q4 		$21.8M Buy
265,062
+23,905
+10% +$2.1M 0.34% 90
2024
Q3 		$21.7M Buy
241,157
+88,967
+58% +$7.6M 0.35% 92
2024
Q2 		$11.8M Buy
152,190
+131,312
+629% +$9.95M 0.21% 133
2024
Q1 		$1.5M Sell
20,878
-689
-3% -$47.6K 0.03% 264
2023
Q4 		$1.51M Buy
21,567
+191
+0.9% +$13.1K 0.03% 263
2023
Q3 		$1.38M Buy
21,376
+14,103
+194% +$979K 0.04% 243
2023
Q2 		$511K Sell
7,273
-221
-3% -$15.8K 0.01% 312
2023
Q1 		$521K Buy
7,494
+1,067
+17% +$71.8K 0.01% 301
2022
Q4 		$459K Buy
6,427
+495
+8% +$33.1K 0.01% 319
2022
Q3 		$383K Sell
5,932
-679
-10% -$51.4K 0.01% 350
2022
Q2 		$471K Sell
6,611
-1,498
-18% -$110K 0.01% 302
2022
Q1 		$588K Sell
8,109
-1,477
-15% -$100K 0.02% 290
2021
Q4 		$657K Buy
9,586
+2,814
+42% +$179K 0.02% 294
2021
Q3 		$420K Sell
6,772
-34
-0.5% -$2.19K 0.01% 316
2021
Q2 		$412K Buy
6,806
+1,760
+35% +$113K 0.01% 299
2021
Q1 		$313K Sell
5,046
-329
-6% -$19.7K 0.01% 305
2020
Q4 		$330K Buy
5,375
+21
+0.4% +$1.26K 0.01% 286
2020
Q3 		$291K Sell
5,354
-250
-4% -$13.4K 0.01% 268
2020
Q2 		$291K Buy
5,604
+20
+0.4% +$1.11K 0.01% 259
2020
Q1 		$302K Sell
5,584
-266
-5% -$16.9K 0.02% 240
2019
Q4 		$373K Buy
5,850
+705
+14% +$43.7K 0.02% 275
2019
Q3 		$318K Buy
5,145
+4
+0.1% +$232 0.02% 256
2019
Q2 		$284K Buy
+5,141
New +$275K 0.02% 250

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

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

Advisors Capital Management increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $244K and bringing the position to 229,231 shares worth $21.9M. The position accounts for 0.23% of the portfolio, ranked #127.

Advisors Capital Management first reported a position in SO in Q2 2019 and has held it in 29 quarters since. The position peaked at $28.7M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Advisors Capital Management held 229,231 shares of Southern Company worth $21.9M as of Q2 2026.
  • Advisors Capital Management bought 2,587 Southern Company shares in Q2 2026, an estimated $244K.
  • Southern Company made up 0.23% of Advisors Capital Management's portfolio in Q2 2026, its #127 holding.
  • Advisors Capital Management first reported a position in Southern Company in Q2 2019 and has held it in 29 quarters since.
  • Advisors Capital Management's Southern Company position peaked at $28.7M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.