Annex Advisory Services’s Southern Company SO Stock Holding History

Annex Advisory Services’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	$484K	Sell	5,055 -82	-2%	-$7.72K	0.01%	264
2026 Q1	$496K	Sell	5,137 -42,126	-89%	-$3.9M	0.01%	257
2025 Q4	$4.12M	Sell	47,263 -91	-0.2%	-$8.31K	0.08%	117
2025 Q3	$4.49M	Sell	47,354 -1,024	-2%	-$95.6K	0.1%	97
2025 Q2	$4.44M	Sell	48,378 -12,206	-20%	-$1.1M	0.11%	93
2025 Q1	$5.57M	Buy	60,584 +57,080	+1,629%	+$4.94M	0.16%	83
2024 Q4	$288K	Buy	3,504 +977	+39%	+$85.7K	0.01%	255
2024 Q3	$228K	Buy	+2,527	New	+$216K	0.01%	264
2023 Q3	–	Sell	-3,104	Closed	-$218K	–	268
2023 Q2	$218K	Buy	+3,104	New	+$223K	0.01%	236
2022 Q4	–	Sell	-3,447	Closed	-$234K	–	266
2022 Q3	$234K	Sell	3,447 -31	-0.9%	-$2.35K	0.02%	203
2022 Q2	$248K	Buy	+3,478	New	+$255K	0.02%	213

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

Annex Advisory Services's SO Position: Q2 2026 in Review

Annex Advisory Services reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $7.72K and leaving 5,055 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #264.

Annex Advisory Services first reported a position in SO in Q2 2022 and has held it in 11 quarters since. The position peaked at $5.57M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Annex Advisory Services held 5,055 shares of Southern Company worth $484K as of Q2 2026.
Annex Advisory Services sold 82 Southern Company shares in Q2 2026, an estimated $7.72K.
Southern Company made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #264 holding.
Annex Advisory Services first reported a position in Southern Company in Q2 2022 and has held it in 11 quarters since.
Annex Advisory Services's Southern Company position peaked at $5.57M in Q1 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.