Empire Financial Management Company’s Southern Company SO Stock Holding History

Empire Financial Management Company’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	-13,667	Closed	-$1.32M	–	205
2026 Q1	$1.32M	Hold	13,667	–	–	0.3%	93
2025 Q4	$1.19M	Hold	13,667	–	–	0.26%	98
2025 Q3	$1.3M	Hold	13,667	–	–	0.3%	98
2025 Q2	$1.26M	Hold	13,667	–	–	0.36%	85
2025 Q1	$1.26M	Sell	13,667 -3,366	-20%	-$291K	0.39%	80
2024 Q4	$1.4M	Buy	17,033 +3,366	+25%	+$295K	0.44%	72
2024 Q3	$1.23M	Hold	13,667	–	–	0.38%	79
2024 Q2	$1.06M	Hold	13,667	–	–	0.35%	83
2024 Q1	$980K	Hold	13,667	–	–	0.32%	88
2023 Q4	$958K	Hold	13,667	–	–	0.38%	75
2023 Q3	$885K	Hold	13,667	–	–	0.39%	75
2023 Q2	$960K	Hold	13,667	–	–	0.38%	72
2023 Q1	$951K	Buy	+13,667	New	+$920K	0.39%	75

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 $3.38T AUM 44.17% 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

Empire Financial Management Company's SO Position: Q2 2026 in Review

Empire Financial Management Company sold out of Southern Company (SO) in Q2 2026, closing a stake of 13,667 shares — an estimated $1.32M sold.

Empire Financial Management Company first reported a position in SO in Q1 2023 and held it in 13 quarters. The position peaked at $1.4M in Q4 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Empire Financial Management Company reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 13,667 Southern Company shares in Q2 2026, an estimated $1.32M.
Empire Financial Management Company first reported a position in Southern Company in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Southern Company position peaked at $1.4M in Q4 2024.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.