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Drake & Associates’s Southern Company SO Stock Holding History

Drake & Associates’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 		– Sell
-3,108
Closed -$300K – 118
2026
Q1 		$300K Sell
3,108
-1,166
-27% -$108K 0.06% 86
2025
Q4 		$373K Sell
4,274
-673
-14% -$61.4K 0.07% 88
2025
Q3 		$452K Sell
4,947
-1,068
-18% -$99.7K 0.09% 78
2025
Q2 		$552K Buy
6,015
+797
+15% +$71.6K 0.14% 70
2025
Q1 		$480K Buy
5,218
+1,251
+32% +$108K 0.13% 63
2024
Q4 		$335K Sell
3,967
-387
-9% -$34K 0.1% 75
2024
Q3 		$393K Buy
4,354
+531
+14% +$45.4K 0.13% 58
2024
Q2 		$297K Buy
3,823
+169
+5% +$12.8K 0.11% 59
2024
Q1 		$262K Sell
3,654
-94
-3% -$6.49K 0.1% 69
2023
Q4 		$263K Buy
3,748
+326
+10% +$22.4K 0.11% 67
2023
Q3 		$221K Sell
3,422
-42
-1% -$2.92K 0.1% 67
2023
Q2 		$243K Sell
3,464
-101
-3% -$7.24K 0.11% 64
2023
Q1 		$248K Buy
3,565
+3
+0.1% +$202 0.12% 62
2022
Q4 		$254K Sell
3,562
-112
-3% -$7.49K 0.13% 64
2022
Q3 		$250K Sell
3,674
-219
-6% -$16.6K 0.14% 51
2022
Q2 		$278K Buy
+3,893
New +$286K 0.16% 41

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

Drake & Associates's SO Position: Q2 2026 in Review

Drake & Associates sold out of Southern Company (SO) in Q2 2026, closing a stake of 3,108 shares — an estimated $300K sold.

Drake & Associates first reported a position in SO in Q2 2022 and held it in 16 quarters. The position peaked at $552K in Q2 2025. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Drake & Associates reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Drake & Associates sold 3,108 Southern Company shares in Q2 2026, an estimated $300K.
  • Drake & Associates first reported a position in Southern Company in Q2 2022 and held it in 16 quarters.
  • Drake & Associates's Southern Company position peaked at $552K in Q2 2025.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.