EWA LLC’s Southern Company SO Stock Holding History

EWA LLC’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	$220K	Buy	2,294 +182	+9%	+$17.1K	0.04%	282
2026 Q1	$204K	Buy	+2,112	New	+$195K	0.05%	256

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

EWA LLC's SO Position: Q2 2026 in Review

EWA LLC increased its Southern Company (SO) stake by 8.6% in Q2 2026, buying an estimated $17.1K and bringing the position to 2,294 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #282.

EWA LLC first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

EWA LLC held 2,294 shares of Southern Company worth $220K as of Q2 2026.
EWA LLC bought 182 Southern Company shares in Q2 2026, an estimated $17.1K.
Southern Company made up 0.04% of EWA LLC's portfolio in Q2 2026, its #282 holding.
EWA LLC first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.