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Essential Partners’s Southern Company SO Stock Holding History

Essential Partners’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 		$12.3K Hold
129
– – 0.01% 1122
2026
Q1 		$12.5K Buy
129
+83
+180% +$7.68K ﹤0.01% 1140
2025
Q4 		$4.05K Buy
46
+15
+48% +$1.37K ﹤0.01% 1515
2025
Q3 		$2.98K Buy
31
+24
+343% +$2.24K ﹤0.01% 1638
2025
Q2 		$643 Buy
+7
New +$629 ﹤0.01% 1632

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

Essential Partners's SO Position: Q2 2026 in Review

Essential Partners held its Southern Company (SO) position steady in Q2 2026 at 129 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #1122.

Essential Partners first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.5K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Essential Partners held 129 shares of Southern Company worth $12.3K as of Q2 2026.
  • Essential Partners left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1122 holding.
  • Essential Partners first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Southern Company position peaked at $12.5K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.