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Chicago Partners Investment Group’s Southern Company SO Stock Holding History

Chicago Partners Investment Group’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 		$1.63M Buy
16,833
+2,660
+19% +$250K 0.03% 438
2026
Q1 		$1.3M Buy
14,173
+4,921
+53% +$455K 0.03% 448
2025
Q4 		$810K Sell
9,252
-179
-2% -$16.3K 0.02% 530
2025
Q3 		$886K Buy
9,431
+268
+3% +$25K 0.02% 464
2025
Q2 		$872K Sell
9,163
-552
-6% -$49.6K 0.03% 428
2025
Q1 		$895K Buy
9,715
+308
+3% +$26.7K 0.03% 381
2024
Q4 		$781K Buy
9,407
+157
+2% +$13.8K 0.03% 397
2024
Q3 		$871K Buy
9,250
+1,236
+15% +$106K 0.03% 358
2024
Q2 		$668K Sell
8,014
-804
-9% -$60.9K 0.03% 398
2024
Q1 		$646K Sell
8,818
-106
-1% -$7.32K 0.03% 394
2023
Q4 		$609K Buy
8,924
+167
+2% +$11.5K 0.03% 385
2023
Q3 		$573K Sell
8,757
-14
-0.2% -$972 0.03% 376
2023
Q2 		$622K Buy
8,771
+1,182
+16% +$84.8K 0.03% 365
2023
Q1 		$562K Buy
7,589
+1,793
+31% +$121K 0.03% 361
2022
Q4 		$393K Buy
5,796
+1,061
+22% +$70.9K 0.02% 430
2022
Q3 		$300K Buy
4,735
+948
+25% +$71.8K 0.02% 434
2022
Q2 		$291K Buy
3,787
+179
+5% +$13.1K 0.02% 448
2022
Q1 		$266K Buy
3,608
+517
+17% +$35K 0.02% 437
2021
Q4 		$204K Buy
+3,091
New +$197K 0.01% 528
2018
Q4 		– Sell
-1,855
Closed -$85K – 823
2018
Q3 		$85K Buy
1,855
+1,325
+250% +$61.1K 0.01% 438
2018
Q2 		$25K Sell
530
-795
-60% -$35.6K ﹤0.01% 624
2018
Q1 		$59K Sell
1,325
-700
-35% -$31.1K 0.01% 425
2017
Q4 		$97K Buy
2,025
+1,500
+286% +$76.4K 0.02% 360
2017
Q3 		$26K Sell
525
-1,526
-74% -$74K ﹤0.01% 563
2017
Q2 		$100K Buy
+2,051
New +$103K 0.03% 280

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

Chicago Partners Investment Group's SO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Southern Company (SO) stake by 19% in Q2 2026, buying an estimated $250K and bringing the position to 16,833 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #438.

Chicago Partners Investment Group first reported a position in SO in Q2 2017 and has held it in 25 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chicago Partners Investment Group held 16,833 shares of Southern Company worth $1.63M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,660 Southern Company shares in Q2 2026, an estimated $250K.
  • Southern Company made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #438 holding.
  • Chicago Partners Investment Group first reported a position in Southern Company in Q2 2017 and has held it in 25 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.