CFO
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Callan Family Office’s Southern Company SO Stock Holding History

Callan Family Office’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 		$4.26M Buy
44,553
+2,856
+7% +$269K 0.08% 226
2026
Q1 		$4.02M Sell
41,697
-1,798
-4% -$166K 0.09% 225
2025
Q4 		$3.79M Buy
43,495
+6,250
+17% +$571K 0.08% 228
2025
Q3 		$3.53M Sell
37,245
-2,902
-7% -$271K 0.11% 191
2025
Q2 		$3.69M Buy
40,147
+26,899
+203% +$2.42M 0.12% 190
2025
Q1 		$1.22M Sell
13,248
-17,295
-57% -$1.5M 0.09% 187
2024
Q4 		$2.51M Buy
30,543
+25,912
+560% +$2.27M 0.16% 124
2024
Q3 		$418K Buy
4,631
+168
+4% +$14.4K 0.07% 113
2024
Q2 		$346K Buy
+4,463
New +$338K 0.07% 109
2024
Q1 		– Sell
-4,211
Closed -$295K – 106
2023
Q4 		$295K Buy
4,211
+40
+1% +$2.75K 0.07% 76
2023
Q3 		$270K Hold
4,171
– – 0.07% 75
2023
Q2 		$293K Buy
4,171
+106
+3% +$7.6K 0.08% 87
2023
Q1 		$283K Buy
+4,065
New +$274K 0.07% 131

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 $3.38T AUM 44.17% 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

Callan Family Office's SO Position: Q2 2026 in Review

Callan Family Office increased its Southern Company (SO) stake by 6.8% in Q2 2026, buying an estimated $269K and bringing the position to 44,553 shares worth $4.26M. The position accounts for 0.08% of the portfolio, ranked #226.

Callan Family Office first reported a position in SO in Q1 2023 and has held it in 13 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Callan Family Office held 44,553 shares of Southern Company worth $4.26M as of Q2 2026.
  • Callan Family Office bought 2,856 Southern Company shares in Q2 2026, an estimated $269K.
  • Southern Company made up 0.08% of Callan Family Office's portfolio in Q2 2026, its #226 holding.
  • Callan Family Office first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.