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Intellus Advisors’s Southern Company SO Stock Holding History

Intellus 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 		$342K Buy
3,578
+296
+9% +$27.9K 0.04% 99
2026
Q1 		$317K Buy
3,282
+57
+2% +$5.27K 0.04% 100
2025
Q4 		$281K Hold
3,225
– – 0.04% 107
2025
Q3 		$306K Hold
3,225
– – 0.04% 104
2025
Q2 		$296K Buy
3,225
+323
+11% +$29K 0.04% 106
2025
Q1 		$267K Hold
2,902
– – 0.05% 102
2024
Q4 		$239K Buy
+2,902
New +$255K 0.04% 100

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

Intellus Advisors's SO Position: Q2 2026 in Review

Intellus Advisors increased its Southern Company (SO) stake by 9% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,578 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #99.

Intellus Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Intellus Advisors held 3,578 shares of Southern Company worth $342K as of Q2 2026.
  • Intellus Advisors bought 296 Southern Company shares in Q2 2026, an estimated $27.9K.
  • Southern Company made up 0.04% of Intellus Advisors's portfolio in Q2 2026, its #99 holding.
  • Intellus Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.