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Integrity Alliance’s Southern Company SO Stock Holding History

Integrity Alliance’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 		$1.22M Buy
12,715
+1,539
+14% +$145K 0.04% 313
2026
Q1 		$1.08M Buy
11,176
+1,550
+16% +$143K 0.04% 287
2025
Q4 		$839K Sell
9,626
-2,698
-22% -$246K 0.03% 351
2025
Q3 		$1.17M Buy
12,324
+7,145
+138% +$667K 0.05% 227
2025
Q2 		$476K Sell
5,179
-6,604
-56% -$593K 0.03% 303
2025
Q1 		$1.08M Buy
+11,783
New +$1.02M 0.04% 262

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

Integrity Alliance's SO Position: Q2 2026 in Review

Integrity Alliance increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $145K and bringing the position to 12,715 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #313.

Integrity Alliance first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Integrity Alliance held 12,715 shares of Southern Company worth $1.22M as of Q2 2026.
  • Integrity Alliance bought 1,539 Southern Company shares in Q2 2026, an estimated $145K.
  • Southern Company made up 0.04% of Integrity Alliance's portfolio in Q2 2026, its #313 holding.
  • Integrity Alliance first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.