AP
SO icon

Americana Partners’s Southern Company SO Stock Holding History

Americana 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 		$2.05M Sell
21,441
-4,639
-18% -$437K 0.05% 235
2026
Q1 		$2.52M Buy
26,080
+1,529
+6% +$141K 0.07% 195
2025
Q4 		$2.14M Buy
24,551
+427
+2% +$39K 0.06% 202
2025
Q3 		$2.29M Buy
24,124
+646
+3% +$60.3K 0.07% 186
2025
Q2 		$2.16M Sell
23,478
-52,171
-69% -$4.69M 0.07% 188
2025
Q1 		$6.96M Buy
75,649
+1,165
+2% +$101K 0.27% 84
2024
Q4 		$6.13M Buy
74,484
+3,784
+5% +$332K 0.25% 94
2024
Q3 		$6.38M Buy
70,700
+5,096
+8% +$435K 0.43% 64
2024
Q2 		$5.09M Buy
65,604
+37,983
+138% +$2.88M 0.4% 69
2024
Q1 		$1.98M Buy
27,621
+16,967
+159% +$1.17M 0.17% 131
2023
Q4 		$737K Sell
10,654
-3,155
-23% -$217K 0.07% 179
2023
Q3 		$886K Sell
13,809
-4,806
-26% -$334K 0.1% 165
2023
Q2 		$1.31M Buy
18,615
+9,799
+111% +$703K 0.17% 121
2023
Q1 		$613K Buy
8,816
+72
+0.8% +$4.85K 0.1% 161
2022
Q4 		$999K Sell
8,744
-4,558
-34% -$305K 0.17% 121
2022
Q3 		$896K Buy
13,302
+386
+3% +$29.2K 0.16% 121
2022
Q2 		$879K Buy
12,916
+7,156
+124% +$525K 0.16% 118
2022
Q1 		$411K Buy
+5,760
New +$390K 0.13% 150

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

Americana Partners's SO Position: Q2 2026 in Review

Americana Partners reduced its Southern Company (SO) stake by 18% in Q2 2026, selling an estimated $437K and leaving 21,441 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #235.

Americana Partners first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.96M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Americana Partners held 21,441 shares of Southern Company worth $2.05M as of Q2 2026.
  • Americana Partners sold 4,639 Southern Company shares in Q2 2026, an estimated $437K.
  • Southern Company made up 0.05% of Americana Partners's portfolio in Q2 2026, its #235 holding.
  • Americana Partners first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Americana Partners's Southern Company position peaked at $6.96M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.