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Ilex Capital Partners’s Southern Company SO Stock Holding History

Ilex Capital 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 		$9.08M Buy
+94,864
New +$8.93M 0.19% 53
2025
Q3 		– Sell
-29,702
Closed -$2.73M – 214
2025
Q2 		$2.73M Buy
+29,702
New +$2.67M 0.09% 52

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

Ilex Capital Partners's SO Position: Q2 2026 in Review

Ilex Capital Partners opened a new position in Southern Company (SO) in Q2 2026: 94,864 shares worth $9.08M. The stake represents 0.19% of the portfolio and ranks #53 among its holdings. This is a return to the name: Ilex Capital Partners previously reported a position in SO as recently as Q2 2025.

Ilex Capital Partners first reported a position in SO in Q2 2025 and has held it in 2 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ilex Capital Partners held 94,864 shares of Southern Company worth $9.08M as of Q2 2026.
  • Southern Company was a new Ilex Capital Partners position in Q2 2026.
  • Southern Company made up 0.19% of Ilex Capital Partners's portfolio in Q2 2026, its #53 holding.
  • Ilex Capital Partners first reported a position in Southern Company in Q2 2025 and has held it in 2 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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