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Ipsen Advisor Group’s Southern Company SO Stock Holding History

Ipsen Advisor Group’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 		$270K Buy
2,816
+7
+0.2% +$659 0.17% 95
2026
Q1 		$271K Buy
2,809
+7
+0.2% +$648 0.19% 94
2025
Q4 		$244K Sell
2,802
-94
-3% -$8.58K 0.17% 97
2025
Q3 		$274K Buy
2,896
+8
+0.3% +$747 0.2% 89
2025
Q2 		$265K Buy
2,888
+9
+0.3% +$808 0.2% 89
2025
Q1 		$265K Sell
2,879
-62
-2% -$5.37K 0.23% 84
2024
Q4 		$242K Buy
+2,941
New +$258K 0.21% 83
2022
Q4 		$221K Buy
+3,097
New +$207K 0.25% 97

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

Ipsen Advisor Group's SO Position: Q2 2026 in Review

Ipsen Advisor Group increased its Southern Company (SO) stake by 0.25% in Q2 2026, buying an estimated $659 and bringing the position to 2,816 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #95.

Ipsen Advisor Group first reported a position in SO in Q4 2022 and has held it in 8 quarters since. The position peaked at $274K in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ipsen Advisor Group held 2,816 shares of Southern Company worth $270K as of Q2 2026.
  • Ipsen Advisor Group bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.17% of Ipsen Advisor Group's portfolio in Q2 2026, its #95 holding.
  • Ipsen Advisor Group first reported a position in Southern Company in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's Southern Company position peaked at $274K in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.