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Fortress Private Ledger’s Southern Company SO Stock Holding History

Fortress Private Ledger’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 		$561K Sell
5,856
-103
-2% -$9.7K 0.15% 147
2026
Q1 		$575K Sell
5,959
-456
-7% -$42.2K 0.18% 122
2025
Q4 		$559K Buy
6,415
+266
+4% +$24.3K 0.18% 107
2025
Q3 		$583K Sell
6,149
-9
-0.1% -$840 0.21% 93
2025
Q2 		$565K Buy
6,158
+355
+6% +$31.9K 0.26% 82
2025
Q1 		$534K Buy
5,803
+97
+2% +$8.4K 0.3% 72
2024
Q4 		$470K Buy
+5,706
New +$501K 0.29% 76

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

Fortress Private Ledger's SO Position: Q2 2026 in Review

Fortress Private Ledger reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $9.7K and leaving 5,856 shares worth $561K. The position accounts for 0.15% of the portfolio, ranked #147.

Fortress Private Ledger first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q3 2025. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fortress Private Ledger held 5,856 shares of Southern Company worth $561K as of Q2 2026.
  • Fortress Private Ledger sold 103 Southern Company shares in Q2 2026, an estimated $9.7K.
  • Southern Company made up 0.15% of Fortress Private Ledger's portfolio in Q2 2026, its #147 holding.
  • Fortress Private Ledger first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Fortress Private Ledger's Southern Company position peaked at $583K in Q3 2025.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.