Autumn Glory Partners’s Southern Company SO Stock Holding History

Autumn Glory 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	$1.29M	Buy	13,504 +9	+0.1%	+$847	0.37%	75
2026 Q1	$1.3M	Buy	13,495 +5,310	+65%	+$491K	0.48%	56
2025 Q4	$714K	Hold	8,185	–	–	0.25%	97
2025 Q3	$776K	Hold	8,185	–	–	0.32%	86
2025 Q2	$752K	Hold	8,185	–	–	0.35%	77
2025 Q1	$753K	Hold	8,185	–	–	0.37%	78
2024 Q4	$674K	Sell	8,185 -8,823	-52%	-$774K	0.33%	81
2024 Q3	$1.53M	Buy	17,008 +8,823	+108%	+$754K	0.59%	51
2024 Q2	$635K	Buy	8,185 +1,190	+17%	+$90.2K	0.32%	83
2024 Q1	$502K	Hold	6,995	–	–	0.25%	93
2023 Q4	$492K	Hold	6,995	–	–	0.28%	89
2023 Q3	$453K	Hold	6,995	–	–	0.28%	91
2023 Q2	$491K	Buy	+6,995	New	+$502K	0.36%	73
2023 Q1	–	Sell	-9,470	Closed	-$676K	–	176
2022 Q4	$676K	Buy	9,470 +4,735	+100%	+$317K	0.36%	85
2022 Q3	$322K	Hold	4,735	–	–	0.22%	104
2022 Q2	$338K	Buy	+4,735	New	+$348K	0.25%	97
2022 Q1	–	Sell	-3,910	Closed	-$268K	–	212
2021 Q4	$268K	Buy	+3,910	New	+$249K	0.11%	172

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 $3.38T AUM 44.17% 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

Autumn Glory Partners's SO Position: Q2 2026 in Review

Autumn Glory Partners increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $847 and bringing the position to 13,504 shares worth $1.29M. The position accounts for 0.37% of the portfolio, ranked #75.

Autumn Glory Partners first reported a position in SO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.53M in Q3 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Autumn Glory Partners held 13,504 shares of Southern Company worth $1.29M as of Q2 2026.
Autumn Glory Partners bought 9 Southern Company shares in Q2 2026, an estimated $847.
Southern Company made up 0.37% of Autumn Glory Partners's portfolio in Q2 2026, its #75 holding.
Autumn Glory Partners first reported a position in Southern Company in Q4 2021 and has held it in 17 quarters since.
Autumn Glory Partners's Southern Company position peaked at $1.53M in Q3 2024.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.