Investor's Fiduciary Advisor Network’s Southern Company SO Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.38M	Sell	14,397 -2,973	-17%	-$280K	0.47%	59
2026 Q1	$1.68M	Buy	17,370 +1,660	+11%	+$154K	0.51%	52
2025 Q4	$1.37M	Buy	15,710 +281	+2%	+$25.7K	0.29%	82
2025 Q3	$1.46M	Sell	15,429 -166	-1%	-$15.5K	0.5%	51
2025 Q2	$1.43M	Sell	15,595 -126	-0.8%	-$11.3K	0.53%	51
2025 Q1	$1.45M	Sell	15,721 -530	-3%	-$45.9K	0.68%	44
2024 Q4	$1.34M	Buy	+16,251	New	+$1.43M	0.51%	54

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Investor's Fiduciary Advisor Network's SO Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Southern Company (SO) stake by 17% in Q2 2026, selling an estimated $280K and leaving 14,397 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #59.

Investor's Fiduciary Advisor Network first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Investor's Fiduciary Advisor Network held 14,397 shares of Southern Company worth $1.38M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 2,973 Southern Company shares in Q2 2026, an estimated $280K.
Southern Company made up 0.47% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #59 holding.
Investor's Fiduciary Advisor Network first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Southern Company position peaked at $1.68M in Q1 2026.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.