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Empowered Funds’s Southern Company SO Stock Holding History

Empowered Funds’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 		$6.77M Buy
70,759
+4,128
+6% +$389K 0.04% 566
2026
Q1 		$6.43M Buy
+66,631
New +$6.16M 0.04% 544
2025
Q4 		– Sell
-45,335
Closed -$4.3M – 1780
2025
Q3 		$4.3M Buy
45,335
+8,344
+23% +$779K 0.04% 536
2025
Q2 		$3.4M Buy
36,991
+2,988
+9% +$268K 0.04% 584
2025
Q1 		$3.13M Buy
34,003
+5,067
+18% +$439K 0.04% 529
2024
Q4 		$2.38M Buy
28,936
+5,894
+26% +$517K 0.03% 655
2024
Q3 		$2.08M Buy
23,042
+915
+4% +$78.2K 0.03% 665
2024
Q2 		$1.72M Buy
22,127
+2,758
+14% +$209K 0.03% 656
2024
Q1 		$1.39M Buy
19,369
+1,416
+8% +$97.7K 0.03% 733
2023
Q4 		$1.26M Sell
17,953
-375
-2% -$25.8K 0.03% 676
2023
Q3 		$1.19M Sell
18,328
-536
-3% -$37.2K 0.04% 611
2023
Q2 		$1.33M Buy
18,864
+13,515
+253% +$969K 0.05% 533
2023
Q1 		$372K Buy
+5,349
New +$360K 0.02% 428

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

Empowered Funds's SO Position: Q2 2026 in Review

Empowered Funds increased its Southern Company (SO) stake by 6.2% in Q2 2026, buying an estimated $389K and bringing the position to 70,759 shares worth $6.77M. The position accounts for 0.04% of the portfolio, ranked #566.

Empowered Funds first reported a position in SO in Q1 2023 and has held it in 13 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Empowered Funds held 70,759 shares of Southern Company worth $6.77M as of Q2 2026.
  • Empowered Funds bought 4,128 Southern Company shares in Q2 2026, an estimated $389K.
  • Southern Company made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #566 holding.
  • Empowered Funds first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.