NECFA
SO icon

New England Capital Financial Advisors’s Southern Company SO Stock Holding History

New England Capital Financial 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 		$29K Buy
303
+68
+29% +$6.4K 0.01% 175
2026
Q1 		$22.7K Buy
235
+2
+0.9% +$185 0.01% 183
2025
Q4 		$20.3K Buy
233
+1
+0.4% +$91 0.01% 191
2025
Q3 		$21.9K Buy
232
+2
+0.9% +$187 0.01% 183
2025
Q2 		$21.1K Buy
230
+2
+0.9% +$180 0.01% 175
2025
Q1 		$21K Buy
228
+1
+0.4% +$87 0.01% 176
2024
Q4 		$18.7K Buy
227
+2
+0.9% +$175 0.01% 183
2024
Q3 		$20.3K Buy
225
+1
+0.4% +$85 0.01% 176
2024
Q2 		$17.4K Buy
224
+2
+0.9% +$152 0.01% 192
2024
Q1 		$15.9K Buy
222
+2
+0.9% +$138 0.01% 194
2023
Q4 		$15.4K Buy
220
+2
+0.9% +$137 0.01% 199
2023
Q3 		$14.1K Buy
218
+36
+20% +$2.5K 0.01% 201
2023
Q2 		$12.8K Buy
182
+1
+0.6% +$72 0.01% 210
2023
Q1 		$12.6K Buy
181
+2
+1% +$135 0.01% 232
2022
Q4 		$12K Buy
+179
New +$12K 0.01% 239

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 $3.38T AUM 44.17% 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

New England Capital Financial Advisors's SO Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Southern Company (SO) stake by 29% in Q2 2026, buying an estimated $6.4K and bringing the position to 303 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #175.

New England Capital Financial Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 2,370 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • New England Capital Financial Advisors held 303 shares of Southern Company worth $29K as of Q2 2026.
  • New England Capital Financial Advisors bought 68 Southern Company shares in Q2 2026, an estimated $6.4K.
  • Southern Company made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #175 holding.
  • New England Capital Financial Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 2,370 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.