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
2023 Q1	–	Sell	-3,709	Closed	-$265K	–	689
2022 Q4	$265K	Buy	+3,709	New	+$248K	0.02%	408

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

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. 2,369 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.
2,369 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.