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Envision Financial Transparency’s Southern Company SO Stock Holding History

Envision Financial Transparency’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 		$382K Buy
4,821
+826
+21% +$77.8K 0.33% 43
2026
Q1 		$386K Buy
+3,995
New +$370K 0.38% 39

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 $3.38T AUM 44.17% 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

Envision Financial Transparency's SO Position: Q2 2026 in Review

Envision Financial Transparency increased its Southern Company (SO) stake by 21% in Q2 2026, buying an estimated $77.8K and bringing the position to 4,821 shares worth $382K. The position accounts for 0.33% of the portfolio, ranked #43.

Envision Financial Transparency first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $386K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Envision Financial Transparency held 4,821 shares of Southern Company worth $382K as of Q2 2026.
  • Envision Financial Transparency bought 826 Southern Company shares in Q2 2026, an estimated $77.8K.
  • Southern Company made up 0.33% of Envision Financial Transparency's portfolio in Q2 2026, its #43 holding.
  • Envision Financial Transparency first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Envision Financial Transparency's Southern Company position peaked at $386K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.