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Enclave Advisors’s Southern Company SO Stock Holding History

Enclave Advisors’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 		$266K Buy
2,783
+42
+2% +$3.95K 0.03% 118
2026
Q1 		$265K Sell
2,741
-105
-4% -$9.71K 0.04% 117
2025
Q4 		$248K Sell
2,846
-949
-25% -$86.6K 0.04% 114
2025
Q3 		$360K Sell
3,795
-12
-0.3% -$1.12K 0.05% 90
2025
Q2 		$350K Buy
3,807
+281
+8% +$25.2K 0.06% 90
2025
Q1 		$324K Buy
3,526
+14
+0.4% +$1.21K 0.06% 90
2024
Q4 		$289K Sell
3,512
-60
-2% -$5.26K 0.05% 101
2024
Q3 		$322K Buy
+3,572
New +$305K 0.05% 94

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

Enclave Advisors's SO Position: Q2 2026 in Review

Enclave Advisors increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $3.95K and bringing the position to 2,783 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #118.

Enclave Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $360K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Enclave Advisors held 2,783 shares of Southern Company worth $266K as of Q2 2026.
  • Enclave Advisors bought 42 Southern Company shares in Q2 2026, an estimated $3.95K.
  • Southern Company made up 0.03% of Enclave Advisors's portfolio in Q2 2026, its #118 holding.
  • Enclave Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's Southern Company position peaked at $360K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.