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Little House Capital’s Southern Company SO Stock Holding History

Little House Capital’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 		$3.18M Buy
33,271
+474
+1% +$44.6K 0.72% 38
2026
Q1 		$3.17M Buy
32,797
+457
+1% +$42.3K 0.82% 34
2025
Q4 		$2.82M Buy
32,340
+2,091
+7% +$191K 0.71% 41
2025
Q3 		$2.87M Buy
30,249
+3,937
+15% +$368K 0.66% 40
2025
Q2 		$2.42M Sell
26,312
-1,974
-7% -$177K 0.61% 48
2025
Q1 		$2.6M Buy
28,286
+16,771
+146% +$1.45M 0.71% 40
2024
Q4 		$948K Buy
+11,515
New +$1.01M 0.27% 70
2019
Q2 		– Sell
-240
Closed -$12K – 249
2019
Q1 		$12K Buy
+240
New +$11.8K 0.01% 238

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

Little House Capital's SO Position: Q2 2026 in Review

Little House Capital increased its Southern Company (SO) stake by 1.4% in Q2 2026, buying an estimated $44.6K and bringing the position to 33,271 shares worth $3.18M. The position accounts for 0.72% of the portfolio, ranked #38.

Little House Capital first reported a position in SO in Q1 2019 and has held it in 8 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Little House Capital held 33,271 shares of Southern Company worth $3.18M as of Q2 2026.
  • Little House Capital bought 474 Southern Company shares in Q2 2026, an estimated $44.6K.
  • Southern Company made up 0.72% of Little House Capital's portfolio in Q2 2026, its #38 holding.
  • Little House Capital first reported a position in Southern Company in Q1 2019 and has held it in 8 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.