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Crewe Advisors’s Southern Company SO Stock Holding History

Crewe 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 		$13K Buy
136
+112
+467% +$10.5K ﹤0.01% 696
2026
Q1 		$2.32K Sell
24
-2
-8% -$185 ﹤0.01% 893
2025
Q4 		$2.27K Buy
26
+14
+117% +$1.28K ﹤0.01% 855
2025
Q3 		$1.14K Sell
12
-7
-37% -$653 ﹤0.01% 902
2025
Q2 		$1.75K Buy
19
+7
+58% +$629 ﹤0.01% 589
2025
Q1 		$1.1K Buy
12
+7
+140% +$606 ﹤0.01% 584
2024
Q4 		$412 Sell
5
-6
-55% -$526 ﹤0.01% 579
2024
Q3 		$992 Buy
+11
New +$940 ﹤0.01% 642
2023
Q2 		– Sell
-125
Closed -$8.7K – 992
2023
Q1 		$8.7K Sell
125
-210
-63% -$14.1K ﹤0.01% 575
2022
Q4 		$23.9K Sell
335
-283
-46% -$18.9K ﹤0.01% 387
2022
Q3 		$42K Buy
618
+134
+28% +$10.2K 0.01% 335
2022
Q2 		$35K Buy
484
+234
+94% +$17.2K 0.01% 340
2022
Q1 		$18K Buy
+250
New +$16.9K ﹤0.01% 305
2021
Q1 		– Sell
-42
Closed -$3K – 482
2020
Q4 		$3K Sell
42
-200
-83% -$12K ﹤0.01% 386
2020
Q3 		$13K Buy
+242
New +$12.9K 0.01% 223
2019
Q1 		– Sell
-700
Closed -$31K – 269
2018
Q4 		$31K Hold
700
– – 0.01% 139
2018
Q3 		$31K Hold
700
– – 0.03% 148
2018
Q2 		$32K Hold
700
– – 0.03% 153
2018
Q1 		$31K Hold
700
– – 0.03% 152
2017
Q4 		$34K Buy
+700
New +$35.7K 0.03% 152

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

Crewe Advisors's SO Position: Q2 2026 in Review

Crewe Advisors increased its Southern Company (SO) stake by 467% in Q2 2026, buying an estimated $10.5K and bringing the position to 136 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Crewe Advisors first reported a position in SO in Q4 2017 and has held it in 20 quarters since. The position peaked at $42K in Q3 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Crewe Advisors held 136 shares of Southern Company worth $13K as of Q2 2026.
  • Crewe Advisors bought 112 Southern Company shares in Q2 2026, an estimated $10.5K.
  • Southern Company made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #696 holding.
  • Crewe Advisors first reported a position in Southern Company in Q4 2017 and has held it in 20 quarters since.
  • Crewe Advisors's Southern Company position peaked at $42K in Q3 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.