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IFC Advisors’s Southern Company SO Stock Holding History

IFC 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 		$338K Buy
3,527
+28
+0.8% +$2.64K 0.04% 131
2026
Q1 		$338K Sell
3,499
-86
-2% -$7.96K 0.05% 115
2025
Q4 		$313K Sell
3,585
-10
-0.3% -$913 0.05% 135
2025
Q3 		$341K Hold
3,595
– – 0.06% 131
2025
Q2 		$330K Hold
3,595
– – 0.06% 135
2025
Q1 		$331K Sell
3,595
-55
-2% -$4.76K 0.07% 123
2024
Q4 		$300K Buy
+3,650
New +$320K 0.07% 119

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

IFC Advisors's SO Position: Q2 2026 in Review

IFC Advisors increased its Southern Company (SO) stake by 0.8% in Q2 2026, buying an estimated $2.64K and bringing the position to 3,527 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #131.

IFC Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $341K in Q3 2025. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • IFC Advisors held 3,527 shares of Southern Company worth $338K as of Q2 2026.
  • IFC Advisors bought 28 Southern Company shares in Q2 2026, an estimated $2.64K.
  • Southern Company made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #131 holding.
  • IFC Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Southern Company position peaked at $341K in Q3 2025.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.