AGA
SO icon

Arkos Global Advisors’s Southern Company SO Stock Holding History

Arkos Global Advisors’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 		$709K Sell
7,409
-111
-1% -$10.5K 0.08% 64
2026
Q1 		$726K Buy
7,520
+800
+12% +$74K 0.09% 58
2025
Q4 		$586K Sell
6,720
-286
-4% -$26.1K 0.07% 67
2025
Q3 		$664K Buy
7,006
+2,460
+54% +$230K 0.08% 68
2025
Q2 		$417K Buy
4,546
+291
+7% +$26.1K 0.06% 87
2025
Q1 		$391K Buy
4,255
+1,500
+54% +$130K 0.06% 80
2024
Q4 		$227K Buy
+2,755
New +$242K 0.03% 122

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

Arkos Global Advisors's SO Position: Q2 2026 in Review

Arkos Global Advisors reduced its Southern Company (SO) stake by 1.5% in Q2 2026, selling an estimated $10.5K and leaving 7,409 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #64.

Arkos Global Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q1 2026. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Arkos Global Advisors held 7,409 shares of Southern Company worth $709K as of Q2 2026.
  • Arkos Global Advisors sold 111 Southern Company shares in Q2 2026, an estimated $10.5K.
  • Southern Company made up 0.08% of Arkos Global Advisors's portfolio in Q2 2026, its #64 holding.
  • Arkos Global Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Arkos Global Advisors's Southern Company position peaked at $726K in Q1 2026.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.