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Childress Capital Advisors’s Southern Company SO Stock Holding History

Childress Capital Advisors’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 		$515K Sell
5,383
-619
-10% -$58.3K 0.08% 169
2026
Q1 		$579K Sell
6,002
-1,262
-17% -$117K 0.1% 140
2025
Q4 		$633K Sell
7,264
-416
-5% -$38K 0.1% 149
2025
Q3 		$728K Buy
7,680
+1,213
+19% +$113K 0.13% 114
2025
Q2 		$594K Buy
6,467
+1,038
+19% +$93.2K 0.15% 106
2025
Q1 		$499K Buy
5,429
+250
+5% +$21.6K 0.14% 104
2024
Q4 		$426K Buy
5,179
+42
+0.8% +$3.69K 0.12% 115
2024
Q3 		$463K Sell
5,137
-32
-0.6% -$2.73K 0.13% 120
2024
Q2 		$401K Buy
5,169
+466
+10% +$35.3K 0.11% 123
2024
Q1 		$337K Sell
4,703
-438
-9% -$30.2K 0.1% 134
2023
Q4 		$360K Buy
5,141
+32
+0.6% +$2.2K 0.11% 116
2023
Q3 		$326K Buy
+5,109
New +$355K 0.11% 113
2023
Q1 		– Sell
-5,106
Closed -$365K – 160
2022
Q4 		$365K Buy
5,106
+1,217
+31% +$81.4K 0.12% 114
2022
Q3 		$269K Buy
3,889
+61
+2% +$4.62K 0.1% 131
2022
Q2 		$273K Buy
3,828
+28
+0.7% +$2.06K 0.11% 127
2022
Q1 		$277K Sell
3,800
-147
-4% -$9.96K 0.1% 143
2021
Q4 		$271K Buy
3,947
+366
+10% +$23.3K 0.11% 139
2021
Q3 		$221K Buy
+3,581
New +$231K 0.09% 167
2021
Q1 		– Sell
-2,112
Closed -$130K – 830
2020
Q4 		$130K Buy
+2,112
New +$127K 0.08% 123

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

Childress Capital Advisors's SO Position: Q2 2026 in Review

Childress Capital Advisors reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $58.3K and leaving 5,383 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #169.

Childress Capital Advisors first reported a position in SO in Q4 2020 and has held it in 19 quarters since. The position peaked at $728K in Q3 2025. 2,362 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Childress Capital Advisors held 5,383 shares of Southern Company worth $515K as of Q2 2026.
  • Childress Capital Advisors sold 619 Southern Company shares in Q2 2026, an estimated $58.3K.
  • Southern Company made up 0.08% of Childress Capital Advisors's portfolio in Q2 2026, its #169 holding.
  • Childress Capital Advisors first reported a position in Southern Company in Q4 2020 and has held it in 19 quarters since.
  • Childress Capital Advisors's Southern Company position peaked at $728K in Q3 2025.
  • 2,362 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.