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MONECO Advisors’s Southern Company SO Stock Holding History

MONECO 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 		$1.3M Buy
13,562
+3,083
+29% +$290K 0.08% 231
2026
Q1 		$1.01M Sell
10,479
-801
-7% -$74.1K 0.08% 210
2025
Q4 		$984K Buy
11,280
+177
+2% +$16.2K 0.08% 212
2025
Q3 		$1.05M Buy
11,103
+1,694
+18% +$158K 0.09% 198
2025
Q2 		$864K Sell
9,409
-39
-0.4% -$3.5K 0.08% 207
2025
Q1 		$869K Buy
9,448
+539
+6% +$46.7K 0.09% 194
2024
Q4 		$733K Buy
8,909
+309
+4% +$27.1K 0.08% 215
2024
Q3 		$776K Buy
8,600
+126
+1% +$10.8K 0.1% 188
2024
Q2 		$657K Buy
8,474
+32
+0.4% +$2.42K 0.1% 198
2024
Q1 		$606K Buy
8,442
+58
+0.7% +$4K 0.1% 217
2023
Q4 		$588K Buy
+8,384
New +$576K 0.11% 199

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

MONECO Advisors's SO Position: Q2 2026 in Review

MONECO Advisors increased its Southern Company (SO) stake by 29% in Q2 2026, buying an estimated $290K and bringing the position to 13,562 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #231.

MONECO Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MONECO Advisors held 13,562 shares of Southern Company worth $1.3M as of Q2 2026.
  • MONECO Advisors bought 3,083 Southern Company shares in Q2 2026, an estimated $290K.
  • Southern Company made up 0.08% of MONECO Advisors's portfolio in Q2 2026, its #231 holding.
  • MONECO Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.