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CVFG LLC’s Southern Company SO Stock Holding History

CVFG LLC’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 		$1.18M Sell
12,329
-11,458
-48% -$1.08M 0.12% 135
2026
Q1 		$2.3M Buy
23,787
+17,237
+263% +$1.59M 0.29% 97
2025
Q4 		$571K Hold
6,550
– – 0.39% 53
2025
Q3 		$621K Hold
6,550
– – 0.45% 46
2025
Q2 		$601K Hold
6,550
– – 0.48% 45
2025
Q1 		$602K Buy
6,550
+50
+0.8% +$4.33K 0.55% 44
2024
Q4 		$535K Buy
+6,500
New +$570K 0.49% 47

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

CVFG LLC's SO Position: Q2 2026 in Review

CVFG LLC reduced its Southern Company (SO) stake by 48% in Q2 2026, selling an estimated $1.08M and leaving 12,329 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #135.

CVFG LLC first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q1 2026. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CVFG LLC held 12,329 shares of Southern Company worth $1.18M as of Q2 2026.
  • CVFG LLC sold 11,458 Southern Company shares in Q2 2026, an estimated $1.08M.
  • Southern Company made up 0.12% of CVFG LLC's portfolio in Q2 2026, its #135 holding.
  • CVFG LLC first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's Southern Company position peaked at $2.3M in Q1 2026.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.