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Cary Street Partners Investment Advisory’s Southern Company SO Stock Holding History

Cary Street Partners Investment 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 		$338K Buy
3,536
+262
+8% +$24.7K 0.07% 275
2026
Q1 		$316K Buy
3,274
+539
+20% +$49.9K 0.08% 269
2025
Q4 		$238K Sell
2,735
-399
-13% -$36.4K 0.06% 292
2025
Q3 		$297K Buy
3,134
+449
+17% +$41.9K 0.12% 182
2025
Q2 		$247K Buy
2,685
+205
+8% +$18.4K 0.12% 189
2025
Q1 		$228K Buy
2,480
+242
+11% +$20.9K 0.13% 190
2024
Q4 		$184K Sell
2,238
-41,224
-95% -$3.62M 0.12% 190
2024
Q3 		$3.92M Sell
43,462
-264
-0.6% -$22.6K 0.14% 163
2024
Q2 		$3.39M Buy
43,726
+1,336
+3% +$101K 0.14% 174
2024
Q1 		$3.04M Sell
42,390
-640
-1% -$44.2K 0.13% 182
2023
Q4 		$3.02M Buy
43,030
+940
+2% +$64.5K 0.14% 172
2023
Q3 		$2.72M Sell
42,090
-1,559
-4% -$108K 0.15% 176
2023
Q2 		$3.07M Buy
43,649
+1,467
+3% +$105K 0.2% 138
2023
Q1 		$2.94M Sell
42,182
-4,372
-9% -$294K 0.21% 130
2022
Q4 		$3.32M Sell
46,554
-965
-2% -$64.5K 0.24% 105
2022
Q3 		$3.23M Buy
47,519
+3,143
+7% +$238K 0.27% 95
2022
Q2 		$3.16M Buy
44,376
+38,836
+701% +$2.85M 0.27% 100
2022
Q1 		$401K Buy
+5,540
New +$375K 0.11% 173
2021
Q2 		– Sell
-21,030
Closed -$158K – 342
2021
Q1 		$158K Sell
21,030
-4,564
-18% -$273K 0.07% 223
2020
Q4 		$1.57M Buy
25,594
+22,029
+618% +$1.32M 0.3% 86
2020
Q3 		$193K Buy
+3,565
New +$191K 0.04% 266
2020
Q1 		– Sell
-3,375
Closed -$215K – 122
2019
Q4 		$215K Buy
+3,375
New +$209K 0.24% 109

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's SO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Southern Company (SO) stake by 8% in Q2 2026, buying an estimated $24.7K and bringing the position to 3,536 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #275.

Cary Street Partners Investment Advisory first reported a position in SO in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.92M in Q3 2024. 1,788 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 3,536 shares of Southern Company worth $338K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 262 Southern Company shares in Q2 2026, an estimated $24.7K.
  • Southern Company made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #275 holding.
  • Cary Street Partners Investment Advisory first reported a position in Southern Company in Q4 2019 and has held it in 22 quarters since.
  • Cary Street Partners Investment Advisory's Southern Company position peaked at $3.92M in Q3 2024.
  • 1,788 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.