LF
SO icon

Longbow Finance’s Southern Company SO Stock Holding History

Longbow Finance’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 		$4.2M Sell
43,850
-7,308
-14% -$688K 0.54% 54
2026
Q1 		$4.94M Hold
51,158
– – 0.89% 42
2025
Q4 		$4.46M Sell
51,158
-22,366
-30% -$2.04M 0.76% 52
2025
Q3 		$6.97M Hold
73,524
– – 0.69% 58
2025
Q2 		$6.75M Buy
+73,524
New +$6.6M 0.72% 57

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

Longbow Finance's SO Position: Q2 2026 in Review

Longbow Finance reduced its Southern Company (SO) stake by 14% in Q2 2026, selling an estimated $688K and leaving 43,850 shares worth $4.2M. The position accounts for 0.54% of the portfolio, ranked #54.

Longbow Finance first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.97M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Longbow Finance held 43,850 shares of Southern Company worth $4.2M as of Q2 2026.
  • Longbow Finance sold 7,308 Southern Company shares in Q2 2026, an estimated $688K.
  • Southern Company made up 0.54% of Longbow Finance's portfolio in Q2 2026, its #54 holding.
  • Longbow Finance first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Longbow Finance's Southern Company position peaked at $6.97M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.