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Capital Advisor Network’s Southern Company SO Stock Holding History

Capital Advisor Network’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 		$3.25K Sell
34
-20
-37% -$1.88K ﹤0.01% 142
2026
Q1 		$5.21K Buy
+54
New +$5K 0.01% 107

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

Capital Advisor Network's SO Position: Q2 2026 in Review

Capital Advisor Network reduced its Southern Company (SO) stake by 37% in Q2 2026, selling an estimated $1.88K and leaving 34 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Capital Advisor Network first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.21K in Q1 2026. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital Advisor Network held 34 shares of Southern Company worth $3.25K as of Q2 2026.
  • Capital Advisor Network sold 20 Southern Company shares in Q2 2026, an estimated $1.88K.
  • Southern Company made up ﹤0.01% of Capital Advisor Network's portfolio in Q2 2026, its #142 holding.
  • Capital Advisor Network first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Capital Advisor Network's Southern Company position peaked at $5.21K in Q1 2026.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.