Glassy Mountain Advisors’s Southern Company SO Stock Holding History

Glassy Mountain 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	$210K	Hold	2,199	–	–	0.06%	62
2026 Q1	$212K	Buy	+2,199	New	+$203K	0.07%	61
2025 Q3	–	Sell	-2,449	Closed	-$225K	–	80
2025 Q2	$225K	Sell	2,449 -15	-0.6%	-$1.35K	0.07%	60
2025 Q1	$227K	Hold	2,464	–	–	0.08%	57
2024 Q4	$203K	Hold	2,464	–	–	0.07%	58
2024 Q3	$222K	Sell	2,464 -265	-10%	-$22.6K	0.08%	59
2024 Q2	$212K	Buy	+2,729	New	+$207K	0.08%	56
2023 Q3	–	Sell	-3,331	Closed	-$234K	–	59
2023 Q2	$234K	Buy	+3,331	New	+$239K	0.1%	56
2023 Q1	–	Sell	-12,286	Closed	-$877K	–	183
2022 Q4	$877K	Buy	+12,286	New	+$821K	0.48%	46
2022 Q2	$1.13M	Hold	15,854	–	–	0.68%	44
2022 Q1	$1.15M	Hold	15,854	–	–	0.59%	44
2021 Q4	$1.09M	Buy	+15,854	New	+$1.01M	0.56%	45

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Glassy Mountain Advisors's SO Position: Q2 2026 in Review

Glassy Mountain Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,199 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #62.

Glassy Mountain Advisors first reported a position in SO in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.15M in Q1 2022. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Glassy Mountain Advisors held 2,199 shares of Southern Company worth $210K as of Q2 2026.
Glassy Mountain Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.06% of Glassy Mountain Advisors's portfolio in Q2 2026, its #62 holding.
Glassy Mountain Advisors first reported a position in Southern Company in Q4 2021 and has held it in 12 quarters since.
Glassy Mountain Advisors's Southern Company position peaked at $1.15M in Q1 2022.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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