FGP
SO icon

Freestone Grove Partners’s Southern Company SO Stock Holding History

Freestone Grove Partners’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 		$7.14M Buy
+74,550
New +$7.02M 0.05% 320
2025
Q2 		– Sell
-304,147
Closed -$28M – 840
2025
Q1 		$28M Buy
+304,147
New +$26.3M 0.29% 132

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

Freestone Grove Partners's SO Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Southern Company (SO) in Q2 2026: 74,550 shares worth $7.14M. The stake represents 0.05% of the portfolio and ranks #320 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in SO as recently as Q1 2025.

Freestone Grove Partners first reported a position in SO in Q1 2025 and has held it in 2 quarters since. The position peaked at $28M in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Freestone Grove Partners held 74,550 shares of Southern Company worth $7.14M as of Q2 2026.
  • Southern Company was a new Freestone Grove Partners position in Q2 2026.
  • Southern Company made up 0.05% of Freestone Grove Partners's portfolio in Q2 2026, its #320 holding.
  • Freestone Grove Partners first reported a position in Southern Company in Q1 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Southern Company position peaked at $28M in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.