FAL
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Focused Alpha LLC’s Southern Company SO Stock Holding History

Focused Alpha LLC’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 		$622K Buy
6,497
+3
+0% +$282 0.16% 127
2026
Q1 		$627K Buy
6,494
+3
+0% +$278 0.19% 110
2025
Q4 		$566K Buy
+6,491
New +$593K 0.17% 127

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Focused Alpha LLC's SO Position: Q2 2026 in Review

Focused Alpha LLC increased its Southern Company (SO) stake by 0.05% in Q2 2026, buying an estimated $282 and bringing the position to 6,497 shares worth $622K. The position accounts for 0.16% of the portfolio, ranked #127.

Focused Alpha LLC first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $627K in Q1 2026. 2,122 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Focused Alpha LLC held 6,497 shares of Southern Company worth $622K as of Q2 2026.
  • Focused Alpha LLC bought 3 Southern Company shares in Q2 2026, an estimated $282.
  • Southern Company made up 0.16% of Focused Alpha LLC's portfolio in Q2 2026, its #127 holding.
  • Focused Alpha LLC first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Focused Alpha LLC's Southern Company position peaked at $627K in Q1 2026.
  • 2,122 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.