Miller Financial Services’s Southern Company SO Stock Holding History

Miller Financial Services’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	$287K	Buy	+3,000	New	+$282K	0.23%	104

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

Miller Financial Services's SO Position: Q2 2026 in Review

Miller Financial Services opened a new position in Southern Company (SO) in Q2 2026: 3,000 shares worth $287K. The stake represents 0.23% of the portfolio and ranks #104 among its holdings.

2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Miller Financial Services held 3,000 shares of Southern Company worth $287K as of Q2 2026.
Southern Company was a new Miller Financial Services position in Q2 2026.
Southern Company made up 0.23% of Miller Financial Services's portfolio in Q2 2026, its #104 holding.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.