First Foundation Advisors’s Southern Company SO Stock Holding History

First Foundation 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	$609K	Buy	6,365 +2,611	+70%	+$246K	0.02%	222
2026 Q1	$362K	Sell	3,754 -3,032	-45%	-$280K	0.01%	270
2025 Q4	$592K	Buy	6,786 +1,729	+34%	+$158K	0.02%	216
2025 Q3	$479K	Buy	5,057 +1,743	+53%	+$163K	0.02%	236
2025 Q2	$304K	Buy	+3,314	New	+$298K	0.01%	287
2024 Q3	–	Sell	-1,637	Closed	-$127K	–	433
2024 Q2	$127K	Buy	1,637 +715	+78%	+$54.2K	﹤0.01%	353
2024 Q1	$66.1K	Buy	+922	New	+$63.6K	﹤0.01%	396

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

First Foundation Advisors's SO Position: Q2 2026 in Review

First Foundation Advisors increased its Southern Company (SO) stake by 70% in Q2 2026, buying an estimated $246K and bringing the position to 6,365 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #222.

First Foundation Advisors first reported a position in SO in Q1 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

First Foundation Advisors held 6,365 shares of Southern Company worth $609K as of Q2 2026.
First Foundation Advisors bought 2,611 Southern Company shares in Q2 2026, an estimated $246K.
Southern Company made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #222 holding.
First Foundation Advisors first reported a position in Southern Company in Q1 2024 and has held it in 7 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.