FLC Capital Advisors’s Southern Company SO Stock Holding History

FLC Capital 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	$339K	Hold	3,540	–	–	0.05%	172
2026 Q1	$342K	Sell	3,540 -4	-0.1%	-$370	0.06%	161
2025 Q4	$309K	Sell	3,544 -4	-0.1%	-$365	0.06%	160
2025 Q3	$336K	Hold	3,548	–	–	0.07%	148
2025 Q2	$326K	Sell	3,548 -292	-8%	-$26.2K	0.07%	146
2025 Q1	$353K	Hold	3,840	–	–	0.08%	133
2024 Q4	$316K	Hold	3,840	–	–	0.07%	135
2024 Q3	$346K	Hold	3,840	–	–	0.08%	127
2024 Q2	$298K	Hold	3,840	–	–	0.07%	126
2024 Q1	$275K	Hold	3,840	–	–	0.07%	133
2023 Q4	$269K	Hold	3,840	–	–	0.07%	127
2023 Q3	$249K	Sell	3,840 -100	-3%	-$6.94K	0.08%	128
2023 Q2	$277K	Hold	3,940	–	–	0.08%	124
2023 Q1	$274K	Hold	3,940	–	–	0.08%	129
2022 Q4	$281K	Hold	3,940	–	–	0.09%	133
2022 Q3	$268K	Hold	3,940	–	–	0.09%	132
2022 Q2	$281K	Hold	3,940	–	–	0.09%	128
2022 Q1	$286K	Hold	3,940	–	–	0.08%	133
2021 Q4	$270K	Hold	3,940	–	–	0.08%	145
2021 Q3	$244K	Hold	3,940	–	–	0.07%	153
2021 Q2	$238K	Hold	3,940	–	–	0.07%	156
2021 Q1	$245K	Hold	3,940	–	–	0.08%	148
2020 Q4	$242K	Hold	3,940	–	–	0.08%	133
2020 Q3	$231K	Hold	3,940	–	–	0.08%	124
2020 Q2	$207K	Hold	3,940	–	–	0.08%	113
2020 Q1	$206K	Hold	3,940	–	–	0.1%	110
2019 Q4	$251K	Hold	3,940	–	–	0.1%	103
2019 Q3	$243K	Hold	3,940	–	–	0.1%	105
2019 Q2	$222K	Hold	3,940	–	–	0.09%	112
2019 Q1	$204K	Buy	+3,940	New	+$193K	0.09%	108

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

FLC Capital Advisors's SO Position: Q2 2026 in Review

FLC Capital Advisors held its Southern Company (SO) position steady in Q2 2026 at 3,540 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #172.

FLC Capital Advisors first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $353K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

FLC Capital Advisors held 3,540 shares of Southern Company worth $339K as of Q2 2026.
FLC Capital Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.05% of FLC Capital Advisors's portfolio in Q2 2026, its #172 holding.
FLC Capital Advisors first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
FLC Capital Advisors's Southern Company position peaked at $353K in Q1 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.