Oasis Advisors’s Southern Company SO Stock Holding History

Oasis 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	–	Sell	-2,076	Closed	-$200K	–	204
2026 Q1	$200K	Buy	+2,076	New	+$192K	0.04%	206

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

Oasis Advisors's SO Position: Q2 2026 in Review

Oasis Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,076 shares — an estimated $200K sold.

Oasis Advisors first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Oasis Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Oasis Advisors sold 2,076 Southern Company shares in Q2 2026, an estimated $200K.
Oasis Advisors first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
Oasis Advisors's Southern Company position peaked at $200K in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.