FCG Investment Company’s Southern Company SO Stock Holding History

FCG Investment Company’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	$307K	Buy	3,203 +190	+6%	+$17.9K	0.11%	109
2026 Q1	$291K	Buy	+3,013	New	+$279K	0.13%	85
2025 Q3	$322K	Buy	3,393 +101	+3%	+$9.43K	0.15%	83
2025 Q2	$302K	Sell	3,292 -4,914	-60%	-$441K	0.16%	88
2025 Q1	$755K	Sell	8,206 -23,795	-74%	-$2.06M	0.47%	59
2024 Q4	$2.63M	Buy	32,001 +5,090	+19%	+$447K	1.6%	15
2024 Q3	$2.43M	Buy	26,911 +14,875	+124%	+$1.27M	1.59%	17
2024 Q2	$934K	Sell	12,036 -1,418	-11%	-$107K	0.71%	44
2024 Q1	$965K	Buy	13,454 +2,990	+29%	+$206K	0.77%	44
2023 Q4	$734K	Buy	+10,464	New	+$719K	0.72%	39

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

FCG Investment Company's SO Position: Q2 2026 in Review

FCG Investment Company increased its Southern Company (SO) stake by 6.3% in Q2 2026, buying an estimated $17.9K and bringing the position to 3,203 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #109.

FCG Investment Company first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.63M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

FCG Investment Company held 3,203 shares of Southern Company worth $307K as of Q2 2026.
FCG Investment Company bought 190 Southern Company shares in Q2 2026, an estimated $17.9K.
Southern Company made up 0.11% of FCG Investment Company's portfolio in Q2 2026, its #109 holding.
FCG Investment Company first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
FCG Investment Company's Southern Company position peaked at $2.63M in Q4 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.