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Faithward Advisors’s Southern Company SO Stock Holding History

Faithward Advisors’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 		$796K Buy
+8,319
New +$783K 0.1% 163
2026
Q1 		– Sell
-7,764
Closed -$677K – 328
2025
Q4 		$677K Sell
7,764
-20
-0.3% -$1.83K 0.1% 161
2025
Q3 		$738K Buy
7,784
+36
+0.5% +$3.36K 0.11% 137
2025
Q2 		$711K Sell
7,748
-262
-3% -$23.5K 0.11% 130
2025
Q1 		$737K Buy
8,010
+208
+3% +$18K 0.13% 127
2024
Q4 		$642K Buy
7,802
+21
+0.3% +$1.84K 0.11% 132
2024
Q3 		$702K Hold
7,781
– – 0.12% 133
2024
Q2 		$604K Buy
7,781
+144
+2% +$10.9K 0.11% 140
2024
Q1 		$548K Buy
7,637
+4,339
+132% +$300K 0.1% 145
2023
Q4 		$222K Sell
3,298
-209
-6% -$14.4K 0.05% 159
2023
Q3 		$236K Buy
+3,507
New +$243K 0.06% 151

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

Faithward Advisors's SO Position: Q2 2026 in Review

Faithward Advisors opened a new position in Southern Company (SO) in Q2 2026: 8,319 shares worth $796K. The stake represents 0.1% of the portfolio and ranks #163 among its holdings. This is a return to the name: Faithward Advisors previously reported a position in SO as recently as Q4 2025.

Faithward Advisors first reported a position in SO in Q3 2023 and has held it in 11 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Faithward Advisors held 8,319 shares of Southern Company worth $796K as of Q2 2026.
  • Southern Company was a new Faithward Advisors position in Q2 2026.
  • Southern Company made up 0.1% of Faithward Advisors's portfolio in Q2 2026, its #163 holding.
  • Faithward Advisors first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.