Almanack Investment Partners’s Southern Company SO Stock Holding History

Almanack Investment Partners’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	$249K	Buy	+2,601	New	+$245K	0.03%	263

Other funds holding SO

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Almanack Investment Partners's SO Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Southern Company (SO) in Q2 2026: 2,601 shares worth $249K. The stake represents 0.03% of the portfolio and ranks #263 among its holdings.

1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Almanack Investment Partners held 2,601 shares of Southern Company worth $249K as of Q2 2026.
Southern Company was a new Almanack Investment Partners position in Q2 2026.
Southern Company made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #263 holding.
1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.