Allen Capital Group’s Southern Company SO Stock Holding History

Allen Capital 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	$1.88M	Sell	19,660 -1,005	-5%	-$94.6K	0.15%	110
2026 Q1	$1.99M	Sell	20,665 -3,858	-16%	-$357K	0.18%	99
2025 Q4	$2.14M	Sell	24,523 -4,801	-16%	-$438K	0.2%	95
2025 Q3	$2.78M	Sell	29,324 -81	-0.3%	-$7.56K	0.26%	83
2025 Q2	$2.7M	Buy	29,405 +125	+0.4%	+$11.2K	0.28%	77
2025 Q1	$2.69M	Buy	29,280 +8,205	+39%	+$710K	0.3%	72
2024 Q4	$1.73M	Buy	21,075 +3,059	+17%	+$268K	0.21%	83
2024 Q3	$1.62M	Buy	18,016 +7,829	+77%	+$669K	0.2%	82
2024 Q2	$790K	Buy	10,187 +5,245	+106%	+$397K	0.11%	110
2024 Q1	$355K	Buy	+4,942	New	+$341K	0.05%	148

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allen Capital Group's SO Position: Q2 2026 in Review

Allen Capital Group reduced its Southern Company (SO) stake by 4.9% in Q2 2026, selling an estimated $94.6K and leaving 19,660 shares worth $1.88M. The position accounts for 0.15% of the portfolio, ranked #110.

Allen Capital Group first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.78M in Q3 2025. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Allen Capital Group held 19,660 shares of Southern Company worth $1.88M as of Q2 2026.
Allen Capital Group sold 1,005 Southern Company shares in Q2 2026, an estimated $94.6K.
Southern Company made up 0.15% of Allen Capital Group's portfolio in Q2 2026, its #110 holding.
Allen Capital Group first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Allen Capital Group's Southern Company position peaked at $2.78M in Q3 2025.
2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.