CJ
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Caitlin John’s Southern Company SO Stock Holding History

Caitlin John’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 		$14.4K Hold
150
– – 0.01% 550
2026
Q1 		$14.5K Hold
150
– – 0.01% 473
2025
Q4 		$13.1K Hold
150
– – 0.01% 502
2025
Q3 		$14.2K Buy
+150
New +$14K 0.01% 446
2025
Q1 		– Sell
-271
Closed -$22.3K – 683
2024
Q4 		$22.3K Sell
271
-134
-33% -$11.8K 0.01% 366
2024
Q3 		$35.4K Buy
405
+255
+170% +$21.8K 0.02% 287
2024
Q2 		$11.6K Hold
150
– – 0.01% 443
2024
Q1 		$10.8K Hold
150
– – 0.01% 451
2023
Q4 		$10.5K Buy
+150
New +$10.3K 0.01% 436

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

Caitlin John's SO Position: Q2 2026 in Review

Caitlin John held its Southern Company (SO) position steady in Q2 2026 at 150 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #550.

Caitlin John first reported a position in SO in Q4 2023 and has held it in 9 quarters since. The position peaked at $35.4K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Caitlin John held 150 shares of Southern Company worth $14.4K as of Q2 2026.
  • Caitlin John left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Caitlin John's portfolio in Q2 2026, its #550 holding.
  • Caitlin John first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Southern Company position peaked at $35.4K in Q3 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.