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Millstone Evans Group’s Southern Company SO Stock Holding History

Millstone Evans Group’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 		$134K Buy
1,397
+16
+1% +$1.51K 0.07% 201
2026
Q1 		$133K Hold
1,381
– – 0.08% 190
2025
Q4 		$120K Buy
1,381
+24
+2% +$2.19K 0.07% 208
2025
Q3 		$129K Hold
1,357
– – 0.08% 179
2025
Q2 		$125K Hold
1,357
– – 0.09% 173
2025
Q1 		$125K Hold
1,357
– – 0.08% 169
2024
Q4 		$112K Buy
+1,357
New +$119K 0.08% 177

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

Millstone Evans Group's SO Position: Q2 2026 in Review

Millstone Evans Group increased its Southern Company (SO) stake by 1.2% in Q2 2026, buying an estimated $1.51K and bringing the position to 1,397 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #201.

Millstone Evans Group first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Millstone Evans Group held 1,397 shares of Southern Company worth $134K as of Q2 2026.
  • Millstone Evans Group bought 16 Southern Company shares in Q2 2026, an estimated $1.51K.
  • Southern Company made up 0.07% of Millstone Evans Group's portfolio in Q2 2026, its #201 holding.
  • Millstone Evans Group first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.