Campion Asset Management’s Southern Company SO Stock Holding History

Campion Asset 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	$374K	Hold	3,903	–	–	0.23%	60
2026 Q1	$377K	Sell	3,903 -112	-3%	-$10.4K	0.26%	57
2025 Q4	$350K	Sell	4,015 -299	-7%	-$27.3K	0.24%	59
2025 Q3	$409K	Sell	4,314 -149	-3%	-$13.9K	0.29%	56
2025 Q2	$410K	Sell	4,463 -11	-0.2%	-$988	0.31%	55
2025 Q1	$411K	Hold	4,474	–	–	0.32%	59
2024 Q4	$368K	Sell	4,474 -266	-6%	-$23.3K	0.28%	59
2024 Q3	$427K	Sell	4,740 -45	-0.9%	-$3.84K	0.31%	58
2024 Q2	$371K	Sell	4,785 -45	-0.9%	-$3.41K	0.29%	65
2024 Q1	$347K	Sell	4,830 -90	-2%	-$6.21K	0.27%	72
2023 Q4	$345K	Hold	4,920	–	–	0.29%	69
2023 Q3	$318K	Hold	4,920	–	–	0.29%	67
2023 Q2	$346K	Sell	4,920 -195	-4%	-$14K	0.31%	66
2023 Q1	$356K	Hold	5,115	–	–	0.34%	65
2022 Q4	$365K	Sell	5,115 -225	-4%	-$15K	0.36%	62
2022 Q3	$363K	Hold	5,340	–	–	0.38%	59
2022 Q2	$381K	Hold	5,340	–	–	0.38%	57
2022 Q1	$387K	Hold	5,340	–	–	0.33%	64
2021 Q4	$366K	Hold	5,340	–	–	0.3%	65
2021 Q3	$331K	Hold	5,340	–	–	0.3%	69
2021 Q2	$323K	Sell	5,340 -1,570	-23%	-$100K	0.27%	72
2021 Q1	$430K	Buy	+6,910	New	+$414K	0.33%	60

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 $3.37T AUM 44.26% 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

Campion Asset Management's SO Position: Q2 2026 in Review

Campion Asset Management held its Southern Company (SO) position steady in Q2 2026 at 3,903 shares worth $374K. The position accounts for 0.23% of the portfolio, ranked #60.

Campion Asset Management first reported a position in SO in Q1 2021 and has held it in 22 quarters since. The position peaked at $430K in Q1 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Campion Asset Management held 3,903 shares of Southern Company worth $374K as of Q2 2026.
Campion Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.23% of Campion Asset Management's portfolio in Q2 2026, its #60 holding.
Campion Asset Management first reported a position in Southern Company in Q1 2021 and has held it in 22 quarters since.
Campion Asset Management's Southern Company position peaked at $430K in Q1 2021.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.