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CoreCap Advisors’s Southern Company SO Stock Holding History

CoreCap 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 		$1.2M Buy
12,554
+923
+8% +$86.9K 0.04% 350
2026
Q1 		$1.12M Buy
11,631
+358
+3% +$33.1K 0.04% 346
2025
Q4 		$983K Buy
11,273
+63
+0.6% +$5.75K 0.03% 373
2025
Q3 		$1.06M Buy
11,210
+1,325
+13% +$124K 0.04% 358
2025
Q2 		$908K Sell
9,885
-121
-1% -$10.9K 0.04% 370
2025
Q1 		$920K Sell
10,006
-21,315
-68% -$1.85M 0.04% 348
2024
Q4 		$2.58M Buy
31,321
+21,897
+232% +$1.92M 0.12% 173
2024
Q3 		$850K Buy
+9,424
New +$805K 0.04% 344
2024
Q2 		– Sell
-7,423
Closed -$533K – 2440
2024
Q1 		$533K Buy
7,423
+487
+7% +$33.6K 0.03% 385
2023
Q4 		$486K Sell
6,936
-550
-7% -$37.8K 0.03% 357
2023
Q3 		$484K Sell
7,486
-197
-3% -$13.7K 0.03% 326
2023
Q2 		$540K Buy
+7,683
New +$551K 0.04% 331
2022
Q4 		$609K Buy
8,531
+753
+10% +$50.3K 0.04% 316
2022
Q3 		$529K Buy
7,778
+3,402
+78% +$258K 0.04% 302
2022
Q2 		$312K Sell
4,376
-1,480
-25% -$109K 0.02% 420
2022
Q1 		$425K Buy
5,856
+181
+3% +$12.3K 0.03% 347
2021
Q4 		$389K Buy
+5,675
New +$362K 0.03% 404

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

CoreCap Advisors's SO Position: Q2 2026 in Review

CoreCap Advisors increased its Southern Company (SO) stake by 7.9% in Q2 2026, buying an estimated $86.9K and bringing the position to 12,554 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #350.

CoreCap Advisors first reported a position in SO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.58M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CoreCap Advisors held 12,554 shares of Southern Company worth $1.2M as of Q2 2026.
  • CoreCap Advisors bought 923 Southern Company shares in Q2 2026, an estimated $86.9K.
  • Southern Company made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #350 holding.
  • CoreCap Advisors first reported a position in Southern Company in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Southern Company position peaked at $2.58M in Q4 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.