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Carson Advisory’s Southern Company SO Stock Holding History

Carson Advisory’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 		$6.74M Sell
70,389
-1,104
-2% -$104K 3.09% 6
2026
Q1 		$6.9M Buy
71,493
+76
+0.1% +$7.03K 3.58% 6
2025
Q4 		$6.23M Buy
71,417
+1,598
+2% +$146K 3.24% 6
2025
Q3 		$6.62M Buy
69,819
+786
+1% +$73.4K 3.57% 6
2025
Q2 		$6.34M Sell
69,033
-377
-0.5% -$33.9K 4.03% 3
2025
Q1 		$6.38M Buy
69,410
+4
+0% +$346 4.3% 3
2024
Q4 		$5.71M Sell
69,406
-1,301
-2% -$114K 3.97% 3
2024
Q3 		$6.38M Buy
70,707
+739
+1% +$63.1K 4% 3
2024
Q2 		$5.43M Buy
69,968
+23
+0% +$1.74K 3.81% 3
2024
Q1 		$5.02M Sell
69,945
-283
-0.4% -$19.5K 3.53% 3
2023
Q4 		$4.92M Sell
70,228
-539
-0.8% -$37K 3.83% 3
2023
Q3 		$4.58M Sell
70,767
-206
-0.3% -$14.3K 4.01% 2
2023
Q2 		$4.99M Sell
70,973
-798
-1% -$57.2K 4.21% 1
2023
Q1 		$4.99M Sell
71,771
-1,145
-2% -$77.1K 4.44% 1
2022
Q4 		$5.21M Buy
72,916
+2,618
+4% +$175K 4.99% 1
2022
Q3 		$4.78M Buy
70,298
+194
+0.3% +$14.7K 5.3% 1
2022
Q2 		$5M Sell
70,104
-2,638
-4% -$194K 5.58% 1
2022
Q1 		$5.28M Buy
72,742
+1,524
+2% +$103K 5.25% 1
2021
Q4 		$4.88M Buy
+71,218
New +$4.54M 4.95% 1

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

Carson Advisory's SO Position: Q2 2026 in Review

Carson Advisory reduced its Southern Company (SO) stake by 1.5% in Q2 2026, selling an estimated $104K and leaving 70,389 shares worth $6.74M. The position accounts for 3.09% of the portfolio, ranked #6.

Carson Advisory first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.9M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Carson Advisory held 70,389 shares of Southern Company worth $6.74M as of Q2 2026.
  • Carson Advisory sold 1,104 Southern Company shares in Q2 2026, an estimated $104K.
  • Southern Company made up 3.09% of Carson Advisory's portfolio in Q2 2026, its #6 holding.
  • Carson Advisory first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Southern Company position peaked at $6.9M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.