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Downshift Financial’s Southern Company SO Stock Holding History

Downshift Financial’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 		$15.1K Buy
+158
New +$14.9K 0.01% 252

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

Downshift Financial's SO Position: Q2 2026 in Review

Downshift Financial opened a new position in Southern Company (SO) in Q2 2026: 158 shares worth $15.1K. The stake represents 0.01% of the portfolio and ranks #252 among its holdings.

2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Downshift Financial held 158 shares of Southern Company worth $15.1K as of Q2 2026.
  • Southern Company was a new Downshift Financial position in Q2 2026.
  • Southern Company made up 0.01% of Downshift Financial's portfolio in Q2 2026, its #252 holding.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.