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Ironsides Asset Advisors’s Southern Company SO Stock Holding History

Ironsides Asset 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 		$631K Sell
6,595
-175
-3% -$16.5K 0.15% 52
2026
Q1 		$653K Buy
6,770
+3,508
+108% +$325K 0.16% 50
2025
Q4 		$284K Buy
3,262
+1
+0% +$91 0.07% 63
2025
Q3 		$309K Buy
3,261
+90
+3% +$8.4K 0.08% 56
2025
Q2 		$291K Buy
3,171
+141
+5% +$12.7K 0.08% 51
2025
Q1 		$279K Hold
3,030
– – 0.08% 54
2024
Q4 		$249K Hold
3,030
– – 0.07% 60
2024
Q3 		$273K Buy
+3,030
New +$259K 0.08% 62
2024
Q2 		– Sell
-3,268
Closed -$234K – 97
2024
Q1 		$234K Buy
3,268
+365
+13% +$25.2K 0.08% 70
2023
Q4 		$204K Sell
2,903
-477
-14% -$32.8K 0.09% 62
2023
Q3 		$219K Sell
3,380
-50
-1% -$3.47K 0.1% 61
2023
Q2 		$241K Hold
3,430
– – 0.1% 67
2023
Q1 		$239K Hold
3,430
– – 0.11% 69
2022
Q4 		$245K Sell
3,430
-40
-1% -$2.67K 0.11% 67
2022
Q3 		$236K Buy
+3,470
New +$263K 0.11% 70

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

Ironsides Asset Advisors's SO Position: Q2 2026 in Review

Ironsides Asset Advisors reduced its Southern Company (SO) stake by 2.6% in Q2 2026, selling an estimated $16.5K and leaving 6,595 shares worth $631K. The position accounts for 0.15% of the portfolio, ranked #52.

Ironsides Asset Advisors first reported a position in SO in Q3 2022 and has held it in 15 quarters since. The position peaked at $653K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ironsides Asset Advisors held 6,595 shares of Southern Company worth $631K as of Q2 2026.
  • Ironsides Asset Advisors sold 175 Southern Company shares in Q2 2026, an estimated $16.5K.
  • Southern Company made up 0.15% of Ironsides Asset Advisors's portfolio in Q2 2026, its #52 holding.
  • Ironsides Asset Advisors first reported a position in Southern Company in Q3 2022 and has held it in 15 quarters since.
  • Ironsides Asset Advisors's Southern Company position peaked at $653K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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