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Focus Partners Advisor Solutions’s Southern Company SO Stock Holding History

Focus Partners Advisor Solutions’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 		$4.05M Buy
42,293
+11,173
+36% +$1.05M 0.03% 231
2026
Q1 		$3M Sell
31,120
-4,417
-12% -$409K 0.03% 266
2025
Q4 		$3.1M Buy
35,537
+12,317
+53% +$1.12M 0.04% 230
2025
Q3 		$2.18M Buy
23,220
+1,524
+7% +$142K 0.02% 320
2025
Q2 		$1.99M Sell
21,696
-10,291
-32% -$924K 0.03% 275
2025
Q1 		$2.94M Buy
31,987
+1,446
+5% +$125K 0.04% 193
2024
Q4 		$2.51M Buy
30,541
+6,501
+27% +$570K 0.04% 198
2024
Q3 		$2.17M Buy
24,040
+6,927
+40% +$592K 0.05% 191
2024
Q2 		$1.33M Buy
17,113
+1,884
+12% +$143K 0.03% 208
2024
Q1 		$1.09M Buy
15,229
+8,808
+137% +$608K 0.03% 227
2023
Q4 		$450K Sell
6,421
-2,521
-28% -$173K 0.02% 267
2023
Q3 		$579K Buy
8,942
+1,684
+23% +$117K 0.03% 229
2023
Q2 		$510K Buy
+7,258
New +$521K 0.03% 215
2022
Q4 		– Sell
-30,103
Closed -$2.05M – 421
2022
Q3 		$2.05M Buy
30,103
+25,687
+582% +$1.95M 0.12% 88
2022
Q2 		$315K Buy
+4,416
New +$324K 0.03% 253

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

Focus Partners Advisor Solutions's SO Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Southern Company (SO) stake by 36% in Q2 2026, buying an estimated $1.05M and bringing the position to 42,293 shares worth $4.05M. The position accounts for 0.03% of the portfolio, ranked #231.

Focus Partners Advisor Solutions first reported a position in SO in Q2 2022 and has held it in 15 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Focus Partners Advisor Solutions held 42,293 shares of Southern Company worth $4.05M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 11,173 Southern Company shares in Q2 2026, an estimated $1.05M.
  • Southern Company made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #231 holding.
  • Focus Partners Advisor Solutions first reported a position in Southern Company in Q2 2022 and has held it in 15 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.