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Continuum Advisory’s Southern Company SO Stock Holding History

Continuum 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 		$350K Buy
3,658
+588
+19% +$55.4K 0.03% 351
2026
Q1 		$296K Buy
3,070
+551
+22% +$51K 0.03% 369
2025
Q4 		$220K Sell
2,519
-533
-17% -$48.7K 0.02% 427
2025
Q3 		$289K Buy
3,052
+289
+10% +$27K 0.03% 366
2025
Q2 		$254K Sell
2,763
-143
-5% -$12.8K 0.03% 370
2025
Q1 		$267K Buy
2,906
+1,126
+63% +$97.5K 0.03% 341
2024
Q4 		$147K Sell
1,780
-235
-12% -$20.6K 0.02% 447
2024
Q3 		$175K Buy
2,015
+4
+0.2% +$342 0.02% 418
2024
Q2 		$156K Buy
2,011
+5
+0.2% +$379 0.02% 409
2024
Q1 		$157K Sell
2,006
-1,433
-42% -$98.9K 0.02% 411
2023
Q4 		$241K Sell
3,439
-1,554
-31% -$107K 0.03% 411
2023
Q3 		$323K Sell
4,993
-702
-12% -$48.7K 0.05% 348
2023
Q2 		$400K Sell
5,695
-574
-9% -$41.2K 0.06% 320
2023
Q1 		$436K Buy
6,269
+29
+0.5% +$1.95K 0.07% 287
2022
Q4 		$446K Buy
6,240
+472
+8% +$31.6K 0.08% 280
2022
Q3 		$392K Buy
5,768
+94
+2% +$7.12K 0.07% 282
2022
Q2 		$405K Buy
5,674
+9
+0.2% +$661 0.07% 286
2022
Q1 		$416K Buy
5,665
+1,770
+45% +$120K 0.08% 269
2021
Q4 		$267K Buy
3,895
+419
+12% +$26.7K 0.06% 259
2021
Q3 		$215K Sell
3,476
-41
-1% -$2.64K 0.06% 272
2021
Q2 		$213K Buy
+3,517
New +$225K 0.07% 254
2018
Q1 		– Sell
-17,895
Closed -$861K – 172
2017
Q4 		$861K Buy
17,895
+955
+6% +$48.7K 0.66% 33
2017
Q3 		$832K Sell
16,940
-933
-5% -$45.2K 0.73% 33
2017
Q2 		$856K Buy
17,873
+67
+0.4% +$3.36K 0.85% 28
2017
Q1 		$886K Buy
+17,806
New +$880K 1.06% 25

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

Continuum Advisory's SO Position: Q2 2026 in Review

Continuum Advisory increased its Southern Company (SO) stake by 19% in Q2 2026, buying an estimated $55.4K and bringing the position to 3,658 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #351.

Continuum Advisory first reported a position in SO in Q1 2017 and has held it in 25 quarters since. The position peaked at $886K in Q1 2017. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Continuum Advisory held 3,658 shares of Southern Company worth $350K as of Q2 2026.
  • Continuum Advisory bought 588 Southern Company shares in Q2 2026, an estimated $55.4K.
  • Southern Company made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #351 holding.
  • Continuum Advisory first reported a position in Southern Company in Q1 2017 and has held it in 25 quarters since.
  • Continuum Advisory's Southern Company position peaked at $886K in Q1 2017.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.