Everstar Asset Management’s Southern Company SO Stock Holding History

Everstar Asset Management’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	$1.53M	Buy	15,942 +71	+0.4%	+$6.68K	0.74%	27
2026 Q1	$1.53M	Sell	15,871 -478	-3%	-$44.2K	0.82%	26
2025 Q4	$1.37M	Buy	16,349 +1,621	+11%	+$148K	0.73%	33
2025 Q3	$1.4M	Buy	14,728 +4,061	+38%	+$379K	0.79%	29
2025 Q2	$980K	Sell	10,667 -129	-1%	-$11.6K	0.6%	40
2025 Q1	$993K	Buy	10,796 +212	+2%	+$18.4K	0.66%	37
2024 Q4	$871K	Buy	+10,584	New	+$929K	0.62%	42

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Everstar Asset Management's SO Position: Q2 2026 in Review

Everstar Asset Management increased its Southern Company (SO) stake by 0.45% in Q2 2026, buying an estimated $6.68K and bringing the position to 15,942 shares worth $1.53M. The position accounts for 0.74% of the portfolio, ranked #27.

Everstar Asset Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Everstar Asset Management held 15,942 shares of Southern Company worth $1.53M as of Q2 2026.
Everstar Asset Management bought 71 Southern Company shares in Q2 2026, an estimated $6.68K.
Southern Company made up 0.74% of Everstar Asset Management's portfolio in Q2 2026, its #27 holding.
Everstar Asset Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Everstar Asset Management's Southern Company position peaked at $1.53M in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.