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Auxano Advisors’s Southern Company SO Stock Holding History

Auxano 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 		$208K Sell
2,174
-131
-6% -$12.3K 0.04% 199
2026
Q1 		$222K Sell
2,305
-2,066
-47% -$191K 0.04% 188
2025
Q4 		$381K Sell
4,371
-286
-6% -$26.1K 0.08% 134
2025
Q3 		$441K Buy
4,657
+159
+4% +$14.8K 0.09% 106
2025
Q2 		$413K Buy
4,498
+240
+6% +$21.6K 0.1% 107
2025
Q1 		$392K Buy
4,258
+457
+12% +$39.6K 0.1% 106
2024
Q4 		$313K Buy
3,801
+243
+7% +$21.3K 0.08% 124
2024
Q3 		$321K Buy
3,558
+16
+0.5% +$1.37K 0.08% 122
2024
Q2 		$275K Buy
3,542
+525
+17% +$39.8K 0.08% 126
2024
Q1 		$216K Buy
+3,017
New +$208K 0.06% 142
2023
Q4 		– Sell
-5,183
Closed -$335K – 135
2023
Q3 		$335K Sell
5,183
-17
-0.3% -$1.18K 0.14% 75
2023
Q2 		$362K Hold
5,200
– – 0.14% 75
2023
Q1 		$362K Hold
5,200
– – 0.14% 75
2022
Q4 		$371K Hold
5,200
– – 0.17% 71
2022
Q3 		$354K Buy
+5,200
New +$394K 0.16% 68

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

Auxano Advisors's SO Position: Q2 2026 in Review

Auxano Advisors reduced its Southern Company (SO) stake by 5.7% in Q2 2026, selling an estimated $12.3K and leaving 2,174 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #199.

Auxano Advisors first reported a position in SO in Q3 2022 and has held it in 15 quarters since. The position peaked at $441K in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Auxano Advisors held 2,174 shares of Southern Company worth $208K as of Q2 2026.
  • Auxano Advisors sold 131 Southern Company shares in Q2 2026, an estimated $12.3K.
  • Southern Company made up 0.04% of Auxano Advisors's portfolio in Q2 2026, its #199 holding.
  • Auxano Advisors first reported a position in Southern Company in Q3 2022 and has held it in 15 quarters since.
  • Auxano Advisors's Southern Company position peaked at $441K in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.