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

Cambient 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 		$873K Sell
9,117
-102
-1% -$9.6K 0.11% 120
2026
Q1 		$890K Buy
9,219
+995
+12% +$92K 0.12% 109
2025
Q4 		$717K Buy
+8,224
New +$751K 0.1% 112

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

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

Cambient Family Office reduced its Southern Company (SO) stake by 1.1% in Q2 2026, selling an estimated $9.6K and leaving 9,117 shares worth $873K. The position accounts for 0.11% of the portfolio, ranked #120.

Cambient Family Office first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $890K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cambient Family Office held 9,117 shares of Southern Company worth $873K as of Q2 2026.
  • Cambient Family Office sold 102 Southern Company shares in Q2 2026, an estimated $9.6K.
  • Southern Company made up 0.11% of Cambient Family Office's portfolio in Q2 2026, its #120 holding.
  • Cambient Family Office first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Cambient Family Office's Southern Company position peaked at $890K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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