Defiance ETFs’s Southern Company SO Stock Holding History

Defiance ETFs’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	$444K	Buy	4,666 +1,006	+27%	+$94.7K	0.01%	287
2026 Q1	$353K	Buy	+3,660	New	+$339K	0.01%	292

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Defiance ETFs's SO Position: Q2 2026 in Review

Defiance ETFs increased its Southern Company (SO) stake by 27% in Q2 2026, buying an estimated $94.7K and bringing the position to 4,666 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #287.

Defiance ETFs first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Defiance ETFs held 4,666 shares of Southern Company worth $444K as of Q2 2026.
Defiance ETFs bought 1,006 Southern Company shares in Q2 2026, an estimated $94.7K.
Southern Company made up 0.01% of Defiance ETFs's portfolio in Q2 2026, its #287 holding.
Defiance ETFs first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Defiance ETFs's 13F filing for Q2 2026, filed 14 Aug 2026.