IFS Advisors’s Southern Company SO Stock Holding History

IFS 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	$33.3K	Hold	348	–	–	0.02%	73
2026 Q1	$33.6K	Buy	+348	New	+$32.2K	0.02%	67

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 $3.38T AUM 44.17% 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

IFS Advisors's SO Position: Q2 2026 in Review

IFS Advisors held its Southern Company (SO) position steady in Q2 2026 at 348 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #73.

IFS Advisors first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.6K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

IFS Advisors held 348 shares of Southern Company worth $33.3K as of Q2 2026.
IFS Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.02% of IFS Advisors's portfolio in Q2 2026, its #73 holding.
IFS Advisors first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
IFS Advisors's Southern Company position peaked at $33.6K in Q1 2026.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.