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Arax Advisory Partners’s Southern Company SO Stock Holding History

Arax Advisory 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 		$9.09M Buy
94,918
+88,748
+1,438% +$8.36M 0.06% 330
2026
Q1 		$595K Sell
6,170
-13,267
-68% -$1.23M 0.02% 583
2025
Q4 		$1.69M Sell
19,437
-5,639
-22% -$515K 0.05% 270
2025
Q3 		$2.38M Buy
25,076
+21,556
+612% +$2.01M 0.03% 417
2025
Q2 		$1.37M Buy
3,520
+590
+20% +$53K 0.06% 196
2025
Q1 		$269K Buy
2,930
+1,667
+132% +$144K 0.02% 454
2024
Q4 		$104K Buy
1,263
+851
+207% +$74.7K 0.01% 668
2024
Q3 		$37.2K Buy
412
+36
+10% +$3.08K ﹤0.01% 826
2024
Q2 		$29.2K Buy
376
+276
+276% +$20.9K ﹤0.01% 851
2024
Q1 		$7.17K Buy
+100
New +$6.9K ﹤0.01% 839
2023
Q4 		– Sell
-740
Closed -$47.9K – 1419
2023
Q3 		$47.9K Buy
740
+7
+1% +$486 0.01% 468
2023
Q2 		$51.5K Sell
733
-76
-9% -$5.45K 0.01% 461
2023
Q1 		$56.3K Sell
809
-169
-17% -$11.4K 0.01% 436
2022
Q4 		$69.8K Buy
978
+6
+0.6% +$401 0.01% 399
2022
Q3 		$66K Buy
+972
New +$73.6K 0.01% 388
2020
Q1 		– Sell
-68
Closed -$4K – 717
2019
Q4 		$4K Hold
68
– – ﹤0.01% 531
2019
Q3 		$4K Hold
68
– – ﹤0.01% 532
2019
Q2 		$4K Buy
+68
New +$3.64K ﹤0.01% 528
2018
Q4 		$3K Hold
68
– – ﹤0.01% 517
2018
Q3 		$3K Sell
68
-621
-90% -$28.6K ﹤0.01% 555
2018
Q2 		$31K Buy
689
+21
+3% +$940 0.01% 265
2018
Q1 		$29K Buy
668
+527
+374% +$23.4K 0.02% 254
2017
Q4 		$6K Sell
141
-1,990
-93% -$101K ﹤0.01% 360
2017
Q3 		$104K Sell
2,131
-2,629
-55% -$127K 0.05% 143
2017
Q2 		$233K Buy
4,760
+23
+0.5% +$1.15K 0.11% 78
2017
Q1 		$235K Sell
4,737
-1,482
-24% -$73.2K 0.11% 63
2016
Q4 		$306K Buy
+6,219
New +$306K 0.15% 42

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

Arax Advisory Partners's SO Position: Q2 2026 in Review

Arax Advisory Partners increased its Southern Company (SO) stake by 1,438% in Q2 2026, buying an estimated $8.36M and bringing the position to 94,918 shares worth $9.09M. The position accounts for 0.06% of the portfolio, ranked #330.

Arax Advisory Partners first reported a position in SO in Q4 2016 and has held it in 27 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Arax Advisory Partners held 94,918 shares of Southern Company worth $9.09M as of Q2 2026.
  • Arax Advisory Partners bought 88,748 Southern Company shares in Q2 2026, an estimated $8.36M.
  • Southern Company made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #330 holding.
  • Arax Advisory Partners first reported a position in Southern Company in Q4 2016 and has held it in 27 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.