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Axecap Investments’s Southern Company SO Stock Holding History

Axecap Investments’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 		$229K Buy
2,393
+11
+0.5% +$1.04K 0.13% 64
2026
Q1 		$230K Buy
2,382
+5
+0.2% +$463 0.16% 65
2025
Q4 		$207K Buy
2,377
+19
+0.8% +$1.74K 0.13% 73
2025
Q3 		$223K Hold
2,358
– – 0.14% 79
2025
Q2 		$217K Sell
2,358
-68
-3% -$6.11K 0.14% 71
2025
Q1 		$223K Buy
+2,426
New +$210K 0.19% 66
2024
Q4 		– Sell
-2,358
Closed -$213K – 81
2024
Q3 		$213K Buy
+2,358
New +$201K 0.16% 73

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

Axecap Investments's SO Position: Q2 2026 in Review

Axecap Investments increased its Southern Company (SO) stake by 0.46% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,393 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #64.

Axecap Investments first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $230K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Axecap Investments held 2,393 shares of Southern Company worth $229K as of Q2 2026.
  • Axecap Investments bought 11 Southern Company shares in Q2 2026, an estimated $1.04K.
  • Southern Company made up 0.13% of Axecap Investments's portfolio in Q2 2026, its #64 holding.
  • Axecap Investments first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • Axecap Investments's Southern Company position peaked at $230K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Axecap Investments's 13F filing for Q2 2026, filed 10 Aug 2026.