MBA Advisors’s Southern Company SO Stock Holding History

MBA 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	$212K	Hold	2,213	–	–	0.07%	161
2026 Q1	$214K	Buy	+2,213	New	+$205K	0.08%	141
2025 Q4	–	Sell	-2,222	Closed	-$211K	–	150
2025 Q3	$211K	Buy	2,222 +9	+0.4%	+$840	0.09%	136
2025 Q2	$203K	Hold	2,213	–	–	0.09%	132
2025 Q1	$203K	Buy	+2,213	New	+$192K	0.1%	130
2024 Q4	–	Sell	-2,426	Closed	-$219K	–	137
2024 Q3	$219K	Buy	+2,426	New	+$207K	0.11%	123
2024 Q1	–	Sell	-2,971	Closed	-$208K	–	131
2023 Q4	$208K	Buy	+2,971	New	+$204K	0.12%	120
2023 Q3	–	Sell	-2,971	Closed	-$209K	–	122
2023 Q2	$209K	Sell	2,971 -1,441	-33%	-$103K	0.12%	116
2023 Q1	$307K	Hold	4,412	–	–	0.19%	96
2022 Q4	$315K	Hold	4,412	–	–	0.21%	93
2022 Q3	$300K	Hold	4,412	–	–	0.22%	91
2022 Q2	$315K	Hold	4,412	–	–	0.22%	93
2022 Q1	$320K	Sell	4,412 -1,000	-18%	-$67.7K	0.2%	107
2021 Q4	$371K	Hold	5,412	–	–	0.23%	101
2021 Q3	$335K	Hold	5,412	–	–	0.25%	97
2021 Q2	$327K	Hold	5,412	–	–	0.15%	97
2021 Q1	$336K	Buy	+5,412	New	+$324K	0.18%	95

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

MBA Advisors's SO Position: Q2 2026 in Review

MBA Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,213 shares worth $212K. The position accounts for 0.07% of the portfolio, ranked #161.

MBA Advisors first reported a position in SO in Q1 2021 and has held it in 17 quarters since. The position peaked at $371K in Q4 2021. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

MBA Advisors held 2,213 shares of Southern Company worth $212K as of Q2 2026.
MBA Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.07% of MBA Advisors's portfolio in Q2 2026, its #161 holding.
MBA Advisors first reported a position in Southern Company in Q1 2021 and has held it in 17 quarters since.
MBA Advisors's Southern Company position peaked at $371K in Q4 2021.
2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.