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Fortis Capital Advisors’s Southern Company SO Stock Holding History

Fortis 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 		$264K Buy
2,754
+302
+12% +$28.4K 0.03% 351
2026
Q1 		$237K Buy
+2,452
New +$227K 0.03% 333
2025
Q4 		– Sell
-2,712
Closed -$257K – 340
2025
Q3 		$257K Buy
+2,712
New +$253K 0.04% 239
2025
Q1 		– Sell
-2,694
Closed -$233K – 292
2024
Q4 		$233K Buy
2,694
+375
+16% +$32.9K 0.08% 159
2024
Q3 		$209K Sell
2,319
-298
-11% -$25.5K 0.07% 168
2024
Q2 		$203K Buy
+2,617
New +$198K 0.07% 154
2023
Q2 		– Sell
-1,332
Closed -$92.7K – 534
2023
Q1 		$92.7K Buy
1,332
+160
+14% +$10.8K 0.05% 205
2022
Q4 		$83.7K Buy
+1,172
New +$78.4K 0.05% 242

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

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

Fortis Capital Advisors increased its Southern Company (SO) stake by 12% in Q2 2026, buying an estimated $28.4K and bringing the position to 2,754 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #351.

Fortis Capital Advisors first reported a position in SO in Q4 2022 and has held it in 8 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fortis Capital Advisors held 2,754 shares of Southern Company worth $264K as of Q2 2026.
  • Fortis Capital Advisors bought 302 Southern Company shares in Q2 2026, an estimated $28.4K.
  • Southern Company made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #351 holding.
  • Fortis Capital Advisors first reported a position in Southern Company in Q4 2022 and has held it in 8 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.