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Fortis Advisors’s Southern Company SO Stock Holding History

Fortis 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 		$428K Hold
4,475
– – 0.2% 76
2026
Q1 		$432K Hold
4,475
– – 0.22% 75
2025
Q4 		$390K Hold
4,475
– – 0.21% 78
2025
Q3 		$424K Hold
4,475
– – 0.24% 74
2025
Q2 		$411K Hold
4,475
– – 0.26% 70
2025
Q1 		$411K Buy
4,475
+750
+20% +$64.9K 0.27% 68
2024
Q4 		$307K Buy
3,725
+1,400
+60% +$123K 0.2% 84
2024
Q3 		$210K Buy
+2,325
New +$199K 0.14% 101

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 $3.38T AUM 44.17% 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

Fortis Advisors's SO Position: Q2 2026 in Review

Fortis Advisors held its Southern Company (SO) position steady in Q2 2026 at 4,475 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #76.

Fortis Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $432K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fortis Advisors held 4,475 shares of Southern Company worth $428K as of Q2 2026.
  • Fortis Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.2% of Fortis Advisors's portfolio in Q2 2026, its #76 holding.
  • Fortis Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Fortis Advisors's Southern Company position peaked at $432K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.