Cambria Investment Management’s Southern Company SO Stock Holding History

Cambria Investment Management’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	$471K	Buy	4,921 +686	+16%	+$64.6K	0.02%	526
2026 Q1	$409K	Buy	4,235 +1,143	+37%	+$106K	0.02%	457
2025 Q4	$270K	Buy	+3,092	New	+$282K	0.02%	531
2019 Q4	–	Sell	-86,384	Closed	-$5.34M	–	230
2019 Q3	$5.34M	Sell	86,384 -1,237	-1%	-$71.7K	0.8%	42
2019 Q2	$4.84M	Sell	87,621 -2,688	-3%	-$144K	0.74%	53
2019 Q1	$4.67M	Buy	90,309 +571	+0.6%	+$28K	0.72%	52
2018 Q4	$3.94M	Sell	89,738 -6,347	-7%	-$289K	0.67%	58
2018 Q3	$4.19M	Buy	96,085 +3,620	+4%	+$167K	0.61%	75
2018 Q2	$4.37M	Sell	92,465 -10,299	-10%	-$461K	0.65%	57
2018 Q1	$4.59M	Sell	102,764 -14,883	-13%	-$661K	0.67%	59
2017 Q4	$5.66M	Buy	117,647 +4,408	+4%	+$225K	0.79%	67
2017 Q3	$5.57M	Buy	113,239 +74,535	+193%	+$3.61M	0.86%	49
2017 Q2	$1.85M	Buy	+38,704	New	+$1.94M	0.4%	89

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cambria Investment Management's SO Position: Q2 2026 in Review

Cambria Investment Management increased its Southern Company (SO) stake by 16% in Q2 2026, buying an estimated $64.6K and bringing the position to 4,921 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #526.

Cambria Investment Management first reported a position in SO in Q2 2017 and has held it in 13 quarters since. The position peaked at $5.66M in Q4 2017. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cambria Investment Management held 4,921 shares of Southern Company worth $471K as of Q2 2026.
Cambria Investment Management bought 686 Southern Company shares in Q2 2026, an estimated $64.6K.
Southern Company made up 0.02% of Cambria Investment Management's portfolio in Q2 2026, its #526 holding.
Cambria Investment Management first reported a position in Southern Company in Q2 2017 and has held it in 13 quarters since.
Cambria Investment Management's Southern Company position peaked at $5.66M in Q4 2017.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.