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Albion Financial Group’s Southern Company SO Stock Holding History

Albion Financial Group’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 		$7.37M Buy
76,979
+644
+0.8% +$60.6K 0.43% 54
2026
Q1 		$7.37M Sell
76,335
-314
-0.4% -$29K 0.48% 51
2025
Q4 		$6.68M Sell
76,649
-6,007
-7% -$548K 0.42% 55
2025
Q3 		$7.83M Buy
82,656
+546
+0.7% +$51K 0.47% 51
2025
Q2 		$7.54M Sell
82,110
-934
-1% -$83.9K 0.49% 51
2025
Q1 		$7.64M Buy
83,044
+4,734
+6% +$410K 0.54% 49
2024
Q4 		$6.45M Sell
78,310
-760
-1% -$66.7K 0.44% 50
2024
Q3 		$7.13M Buy
79,070
+1,771
+2% +$151K 0.49% 46
2024
Q2 		$6M Sell
77,299
-639
-0.8% -$48.4K 0.45% 47
2024
Q1 		$5.59M Sell
77,938
-51
-0.1% -$3.52K 0.43% 50
2023
Q4 		$5.47M Buy
77,989
+193
+0.2% +$13.3K 0.45% 46
2023
Q3 		$5.03M Buy
77,796
+4,775
+7% +$331K 0.46% 45
2023
Q2 		$5.13M Buy
73,021
+885
+1% +$63.5K 0.45% 52
2023
Q1 		$5.02M Sell
72,136
-793
-1% -$53.4K 0.46% 49
2022
Q4 		$5.21M Buy
72,929
+680
+0.9% +$45.5K 0.5% 46
2022
Q3 		$4.91M Buy
72,249
+1,216
+2% +$92.1K 0.51% 44
2022
Q2 		$5.07M Buy
71,033
+11,303
+19% +$830K 0.5% 48
2022
Q1 		$4.33M Sell
59,730
-2,098
-3% -$142K 0.37% 57
2021
Q4 		$4.24M Buy
61,828
+3,272
+6% +$209K 0.34% 62
2021
Q3 		$3.63M Buy
58,556
+447
+0.8% +$28.8K 0.32% 69
2021
Q2 		$3.52M Buy
+58,109
New +$3.72M 0.3% 69
2020
Q4 		$3.46M Buy
56,313
+2,635
+5% +$158K 0.34% 64
2020
Q3 		$2.91M Buy
53,678
+3,812
+8% +$204K 0.32% 61
2020
Q2 		$2.59M Buy
49,866
+25,122
+102% +$1.4M 0.31% 60
2020
Q1 		$1.34M Buy
+24,744
New +$1.57M 0.2% 71
2019
Q3 		– Sell
-3,700
Closed -$205K – 214
2019
Q2 		$205K Buy
+3,700
New +$198K 0.03% 195
2013
Q4 		– Sell
-20,531
Closed -$845K – 185
2013
Q3 		$845K Sell
20,531
-7,685
-27% -$331K 0.18% 69
2013
Q2 		$1.25M Buy
+28,216
New +$1.3M 0.28% 53

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

Albion Financial Group's SO Position: Q2 2026 in Review

Albion Financial Group increased its Southern Company (SO) stake by 0.84% in Q2 2026, buying an estimated $60.6K and bringing the position to 76,979 shares worth $7.37M. The position accounts for 0.43% of the portfolio, ranked #54.

Albion Financial Group first reported a position in SO in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.83M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Albion Financial Group held 76,979 shares of Southern Company worth $7.37M as of Q2 2026.
  • Albion Financial Group bought 644 Southern Company shares in Q2 2026, an estimated $60.6K.
  • Southern Company made up 0.43% of Albion Financial Group's portfolio in Q2 2026, its #54 holding.
  • Albion Financial Group first reported a position in Southern Company in Q2 2013 and has held it in 28 quarters since.
  • Albion Financial Group's Southern Company position peaked at $7.83M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.