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Evolution Advisers’s Southern Company SO Stock Holding History

Evolution Advisers’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 		$0 Buy
+1
New +$94 ﹤0.01% 799
2025
Q2 		– Sell
-60
Closed -$5K – 157
2025
Q1 		$5K Buy
+60
New +$5.19K ﹤0.01% 138

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

Evolution Advisers's SO Position: Q2 2026 in Review

Evolution Advisers opened a new position in Southern Company (SO) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Evolution Advisers previously reported a position in SO as recently as Q1 2025.

Evolution Advisers first reported a position in SO in Q1 2025 and has held it in 2 quarters since. The position peaked at $5K in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Evolution Advisers held 1 share of Southern Company worth $0 as of Q2 2026.
  • Southern Company was a new Evolution Advisers position in Q2 2026.
  • Southern Company made up ﹤0.01% of Evolution Advisers's portfolio in Q2 2026, its #799 holding.
  • Evolution Advisers first reported a position in Southern Company in Q1 2025 and has held it in 2 quarters since.
  • Evolution Advisers's Southern Company position peaked at $5K in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.