Mirabella Financial Services’s Southern Company SO Stock Holding History

Mirabella 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	$515K	Buy	5,377 +2,357	+78%	+$222K	0.05%	251
2026 Q1	$291K	Sell	3,020 -4,813	-61%	-$445K	0.03%	517
2025 Q4	$683K	Buy	+7,833	New	+$715K	0.06%	174
2024 Q3	–	Sell	-3,850	Closed	-$299K	–	427
2024 Q2	$299K	Buy	+3,850	New	+$292K	0.02%	329
2023 Q4	–	Sell	-9,654	Closed	-$625K	–	577
2023 Q3	$625K	Buy	+9,654	New	+$670K	0.09%	201
2022 Q1	–	Sell	-152,909	Closed	-$10.5M	–	678
2021 Q4	$10.5M	Buy	+152,909	New	+$9.75M	1.06%	14
2020 Q4	–	Sell	-3,696	Closed	-$200K	–	474
2020 Q3	$200K	Buy	+3,696	New	+$198K	0.03%	286

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

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

Mirabella Financial Services increased its Southern Company (SO) stake by 78% in Q2 2026, buying an estimated $222K and bringing the position to 5,377 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #251.

Mirabella Financial Services first reported a position in SO in Q3 2020 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mirabella Financial Services held 5,377 shares of Southern Company worth $515K as of Q2 2026.
Mirabella Financial Services bought 2,357 Southern Company shares in Q2 2026, an estimated $222K.
Southern Company made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #251 holding.
Mirabella Financial Services first reported a position in Southern Company in Q3 2020 and has held it in 7 quarters since.
Mirabella Financial Services's Southern Company position peaked at $10.5M in Q4 2021.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.