Envestnet Portfolio Solutions
SO icon

Envestnet Portfolio Solutions’s Southern Company SO Stock Holding History

Envestnet Portfolio Solutions’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 		$5.75M Buy
60,081
+7,680
+15% +$723K 0.03% 307
2026
Q1 		$5.06M Sell
52,401
-8,029
-13% -$743K 0.03% 289
2025
Q4 		$5.27M Buy
60,430
+583
+1% +$53.2K 0.02% 352
2025
Q3 		$5.67M Sell
59,847
-18,785
-24% -$1.75M 0.02% 327
2025
Q2 		$7.22M Sell
78,632
-56,823
-42% -$5.1M 0.03% 275
2025
Q1 		$12.5M Sell
135,455
-8,306
-6% -$719K 0.05% 191
2024
Q4 		$11.8M Buy
143,761
+6,021
+4% +$528K 0.04% 221
2024
Q3 		$12.4M Sell
137,740
-13,097
-9% -$1.12M 0.04% 215
2024
Q2 		$11.7M Sell
150,837
-360
-0.2% -$27.3K 0.04% 210
2024
Q1 		$10.8M Buy
151,197
+8,197
+6% +$566K 0.04% 216
2023
Q4 		$10M Buy
143,000
+15,644
+12% +$1.07M 0.04% 207
2023
Q3 		$8.24M Buy
+127,356
New +$8.84M 0.04% 214

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

Envestnet Portfolio Solutions's SO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Southern Company (SO) stake by 15% in Q2 2026, buying an estimated $723K and bringing the position to 60,081 shares worth $5.75M. The position accounts for 0.03% of the portfolio, ranked #307.

Envestnet Portfolio Solutions first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.5M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Envestnet Portfolio Solutions held 60,081 shares of Southern Company worth $5.75M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 7,680 Southern Company shares in Q2 2026, an estimated $723K.
  • Southern Company made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #307 holding.
  • Envestnet Portfolio Solutions first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Southern Company position peaked at $12.5M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.