Knollwood Investment Advisory’s Southern Company SO Stock Holding History

Knollwood Investment Advisory’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	$542K	Hold	5,663	–	–	0.05%	193
2026 Q1	$547K	Hold	5,663	–	–	0.06%	215
2025 Q4	$494K	Hold	5,663	–	–	0.05%	229
2025 Q3	$537K	Sell	5,663 -113	-2%	-$10.5K	0.05%	250
2025 Q2	$530K	Hold	5,776	–	–	0.05%	247
2025 Q1	$531K	Hold	5,776	–	–	0.06%	245
2024 Q4	$475K	Hold	5,776	–	–	0.05%	261
2024 Q3	$521K	Hold	5,776	–	–	0.06%	259
2024 Q2	$448K	Buy	+5,776	New	+$438K	0.05%	266

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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's SO Position: Q2 2026 in Review

Knollwood Investment Advisory held its Southern Company (SO) position steady in Q2 2026 at 5,663 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #193.

Knollwood Investment Advisory first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $547K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Knollwood Investment Advisory held 5,663 shares of Southern Company worth $542K as of Q2 2026.
Knollwood Investment Advisory left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.05% of Knollwood Investment Advisory's portfolio in Q2 2026, its #193 holding.
Knollwood Investment Advisory first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Knollwood Investment Advisory's Southern Company position peaked at $547K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.