Avanza Fonder
SO icon

Avanza Fonder’s Southern Company SO Stock Holding History

Avanza Fonder’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
Q3 		$853K Hold
10,296
– – 0.02% 351
2026
Q2 		$985K Buy
10,296
+8,923
+650% +$840K 0.02% 339
2026
Q1 		$133K Buy
1,373
+125
+10% +$11.6K ﹤0.01% 433
2025
Q4 		$109K Buy
+1,248
New +$114K ﹤0.01% 459

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Avanza Fonder's SO Position: Q3 2026 in Review

Avanza Fonder held its Southern Company (SO) position steady in Q3 2026 at 10,296 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #351.

Avanza Fonder first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $985K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Avanza Fonder held 10,296 shares of Southern Company worth $853K as of Q3 2026.
  • Avanza Fonder left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.02% of Avanza Fonder's portfolio in Q3 2026, its #351 holding.
  • Avanza Fonder first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • Avanza Fonder's Southern Company position peaked at $985K in Q2 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.