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AlphaCore Capital’s Southern Company SO Stock Holding History

AlphaCore Capital’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 		$2.21M Buy
23,061
+2,650
+13% +$249K 0.04% 295
2026
Q1 		$1.97M Sell
20,411
-3,170
-13% -$293K 0.05% 252
2025
Q4 		$2.06M Buy
23,581
+12,842
+120% +$1.17M 0.05% 265
2025
Q3 		$1.02M Buy
10,739
+2,872
+37% +$268K 0.03% 296
2025
Q2 		$722K Buy
7,867
+654
+9% +$58.7K 0.03% 314
2025
Q1 		$663K Buy
7,213
+1,318
+22% +$114K 0.06% 230
2024
Q4 		$485K Buy
5,895
+369
+7% +$32.4K 0.1% 125
2024
Q3 		$498K Buy
5,526
+29
+0.5% +$2.48K 0.11% 114
2024
Q2 		$426K Buy
5,497
+16
+0.3% +$1.21K 0.1% 118
2024
Q1 		$393K Buy
5,481
+163
+3% +$11.3K 0.1% 108
2023
Q4 		$373K Sell
5,318
-1,042
-16% -$71.6K 0.05% 173
2023
Q3 		$412K Buy
6,360
+75
+1% +$5.21K 0.06% 159
2023
Q2 		$441K Buy
+6,285
New +$451K 0.07% 149
2020
Q2 		– Sell
-200
Closed -$11K – 267
2020
Q1 		$11K Buy
+200
New +$12.7K 0.01% 206

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

AlphaCore Capital's SO Position: Q2 2026 in Review

AlphaCore Capital increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $249K and bringing the position to 23,061 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #295.

AlphaCore Capital first reported a position in SO in Q1 2020 and has held it in 14 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AlphaCore Capital held 23,061 shares of Southern Company worth $2.21M as of Q2 2026.
  • AlphaCore Capital bought 2,650 Southern Company shares in Q2 2026, an estimated $249K.
  • Southern Company made up 0.04% of AlphaCore Capital's portfolio in Q2 2026, its #295 holding.
  • AlphaCore Capital first reported a position in Southern Company in Q1 2020 and has held it in 14 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.