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Evanson Financial’s Southern Company SO Stock Holding History

Evanson Financial’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
+2,779
New +$262K 0.01% 285

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

Evanson Financial's SO Position: Q2 2026 in Review

Evanson Financial opened a new position in Southern Company (SO) in Q2 2026: 2,779 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Evanson Financial held 2,779 shares of Southern Company worth $266K as of Q2 2026.
  • Southern Company was a new Evanson Financial position in Q2 2026.
  • Southern Company made up 0.01% of Evanson Financial's portfolio in Q2 2026, its #285 holding.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.