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CRA Financial Services’s Southern Company SO Stock Holding History

CRA Financial Services’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 		$206K Sell
2,149
-557
-21% -$52.4K 0.02% 309
2026
Q1 		$261K Sell
2,706
-27
-1% -$2.5K 0.03% 258
2025
Q4 		$238K Sell
2,733
-150
-5% -$13.7K 0.03% 266
2025
Q3 		$273K Buy
2,883
+86
+3% +$8.03K 0.04% 248
2025
Q2 		$257K Sell
2,797
-202
-7% -$18.1K 0.04% 234
2025
Q1 		$276K Hold
2,999
– – 0.05% 214
2024
Q4 		$247K Hold
2,999
– – 0.04% 223
2024
Q3 		$270K Hold
2,999
– – 0.05% 210
2024
Q2 		$233K Hold
2,999
– – 0.05% 225
2024
Q1 		$215K Hold
2,999
– – 0.05% 228
2023
Q4 		$210K Buy
+2,999
New +$206K 0.05% 210
2023
Q3 		– Sell
-2,950
Closed -$207K – 211
2023
Q2 		$207K Hold
2,950
– – 0.06% 197
2023
Q1 		$205K Hold
2,950
– – 0.06% 196
2022
Q4 		$211K Sell
2,950
-217
-7% -$14.5K 0.07% 188
2022
Q3 		$215K Sell
3,167
-70
-2% -$5.3K 0.08% 174
2022
Q2 		$231K Hold
3,237
– – 0.08% 172
2022
Q1 		$235K Hold
3,237
– – 0.07% 180
2021
Q4 		$222K Hold
3,237
– – 0.07% 189
2021
Q3 		$201K Buy
+3,237
New +$208K 0.07% 188

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

CRA Financial Services's SO Position: Q2 2026 in Review

CRA Financial Services reduced its Southern Company (SO) stake by 21% in Q2 2026, selling an estimated $52.4K and leaving 2,149 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #309.

CRA Financial Services first reported a position in SO in Q3 2021 and has held it in 19 quarters since. The position peaked at $276K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CRA Financial Services held 2,149 shares of Southern Company worth $206K as of Q2 2026.
  • CRA Financial Services sold 557 Southern Company shares in Q2 2026, an estimated $52.4K.
  • Southern Company made up 0.02% of CRA Financial Services's portfolio in Q2 2026, its #309 holding.
  • CRA Financial Services first reported a position in Southern Company in Q3 2021 and has held it in 19 quarters since.
  • CRA Financial Services's Southern Company position peaked at $276K in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.