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InceptionR’s Southern Company SO Stock Holding History

InceptionR’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 		$219K Buy
+2,290
New +$216K 0.05% 557
2025
Q4 		– Sell
-17,175
Closed -$1.63M – 857
2025
Q3 		$1.63M Buy
+17,175
New +$1.6M 0.39% 31
2023
Q4 		– Sell
-6,383
Closed -$413K – 513
2023
Q3 		$413K Buy
+6,383
New +$443K 0.23% 187

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

InceptionR's SO Position: Q2 2026 in Review

InceptionR opened a new position in Southern Company (SO) in Q2 2026: 2,290 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #557 among its holdings. This is a return to the name: InceptionR previously reported a position in SO as recently as Q3 2025.

InceptionR first reported a position in SO in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.63M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • InceptionR held 2,290 shares of Southern Company worth $219K as of Q2 2026.
  • Southern Company was a new InceptionR position in Q2 2026.
  • Southern Company made up 0.05% of InceptionR's portfolio in Q2 2026, its #557 holding.
  • InceptionR first reported a position in Southern Company in Q3 2023 and has held it in 3 quarters since.
  • InceptionR's Southern Company position peaked at $1.63M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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