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Cynosure Group’s Southern Company SO Stock Holding History

Cynosure Group’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 		$642K Buy
+6,709
New +$632K 0.1% 115
2026
Q1 		– Sell
-4,648
Closed -$405K – 432
2025
Q4 		$405K Buy
+4,648
New +$424K 0.04% 359

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 $3.38T AUM 44.17% 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

Cynosure Group's SO Position: Q2 2026 in Review

Cynosure Group opened a new position in Southern Company (SO) in Q2 2026: 6,709 shares worth $642K. The stake represents 0.1% of the portfolio and ranks #115 among its holdings. This is a return to the name: Cynosure Group previously reported a position in SO as recently as Q4 2025.

Cynosure Group first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cynosure Group held 6,709 shares of Southern Company worth $642K as of Q2 2026.
  • Southern Company was a new Cynosure Group position in Q2 2026.
  • Southern Company made up 0.1% of Cynosure Group's portfolio in Q2 2026, its #115 holding.
  • Cynosure Group first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.