IC
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Inscription Capital’s Southern Company SO Stock Holding History

Inscription Capital’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 		$594K Buy
6,211
+238
+4% +$22.4K 0.05% 340
2026
Q1 		$576K Buy
5,973
+469
+9% +$43.4K 0.06% 321
2025
Q4 		$480K Buy
5,504
+279
+5% +$25.5K 0.05% 375
2025
Q3 		$495K Buy
5,225
+136
+3% +$12.7K 0.05% 358
2025
Q2 		$467K Buy
5,089
+811
+19% +$72.8K 0.07% 229
2025
Q1 		$307K Buy
+4,278
New +$370K 0.05% 242
2024
Q3 		$361K Sell
4,008
-274
-6% -$23.4K 0.05% 236
2024
Q2 		$332K Buy
4,282
+4
+0.1% +$303 0.05% 240
2024
Q1 		$307K Sell
4,278
-300
-7% -$20.7K 0.05% 242
2023
Q4 		$321K Sell
4,578
-301
-6% -$20.7K 0.09% 160
2023
Q3 		$316K Sell
4,879
-7
-0.1% -$486 0.1% 139
2023
Q2 		$343K Sell
4,886
-343
-7% -$24.6K 0.11% 139
2023
Q1 		$364K Hold
5,229
– – 0.1% 142
2022
Q4 		$373K Hold
5,229
– – 0.13% 132
2022
Q3 		$356K Buy
5,229
+208
+4% +$15.8K 0.1% 137
2022
Q2 		$358K Buy
5,021
+403
+9% +$29.6K 0.06% 186
2022
Q1 		$335K Buy
4,618
+3
+0.1% +$203 0.1% 151
2021
Q4 		$317K Sell
4,615
-147
-3% -$9.37K 0.09% 173
2021
Q3 		$295K Sell
4,762
-93,916
-95% -$6.05M 0.09% 172
2021
Q2 		$5.97M Buy
+98,678
New +$6.31M 0.68% 29
2020
Q4 		– Sell
-5,292
Closed -$287K – 187
2020
Q3 		$287K Buy
5,292
+650
+14% +$34.7K 0.13% 127
2020
Q2 		$241K Buy
4,642
+100
+2% +$5.56K 0.13% 118
2020
Q1 		$246K Sell
4,542
-325
-7% -$20.6K 0.16% 102
2019
Q4 		$310K Hold
4,867
– – 0.14% 119
2019
Q3 		$301K Buy
+4,867
New +$282K 0.17% 113

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 $3.38T AUM 44.17% 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

Inscription Capital's SO Position: Q2 2026 in Review

Inscription Capital increased its Southern Company (SO) stake by 4% in Q2 2026, buying an estimated $22.4K and bringing the position to 6,211 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #340.

Inscription Capital first reported a position in SO in Q3 2019 and has held it in 25 quarters since. The position peaked at $5.97M in Q2 2021. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Inscription Capital held 6,211 shares of Southern Company worth $594K as of Q2 2026.
  • Inscription Capital bought 238 Southern Company shares in Q2 2026, an estimated $22.4K.
  • Southern Company made up 0.05% of Inscription Capital's portfolio in Q2 2026, its #340 holding.
  • Inscription Capital first reported a position in Southern Company in Q3 2019 and has held it in 25 quarters since.
  • Inscription Capital's Southern Company position peaked at $5.97M in Q2 2021.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.