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AGP Franklin’s Southern Company SO Stock Holding History

AGP Franklin’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 		$1.62M Buy
16,919
+1,248
+8% +$117K 0.7% 45
2026
Q1 		$1.51M Sell
15,671
-1,898
-11% -$176K 0.76% 43
2025
Q4 		$1.53M Buy
17,569
+249
+1% +$22.7K 0.72% 45
2025
Q3 		$1.64M Buy
17,320
+595
+4% +$55.5K 0.8% 45
2025
Q2 		$1.54M Buy
16,725
+12,435
+290% +$1.12M 0.81% 49
2025
Q1 		$391K Buy
4,290
+126
+3% +$10.9K 0.24% 67
2024
Q4 		$343K Buy
+4,164
New +$365K 0.21% 70

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

AGP Franklin's SO Position: Q2 2026 in Review

AGP Franklin increased its Southern Company (SO) stake by 8% in Q2 2026, buying an estimated $117K and bringing the position to 16,919 shares worth $1.62M. The position accounts for 0.7% of the portfolio, ranked #45.

AGP Franklin first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AGP Franklin held 16,919 shares of Southern Company worth $1.62M as of Q2 2026.
  • AGP Franklin bought 1,248 Southern Company shares in Q2 2026, an estimated $117K.
  • Southern Company made up 0.7% of AGP Franklin's portfolio in Q2 2026, its #45 holding.
  • AGP Franklin first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • AGP Franklin's Southern Company position peaked at $1.64M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AGP Franklin's 13F filing for Q2 2026, filed 30 Jul 2026.