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Ogorek Anthony Joseph’s Southern Company SO Stock Holding History

Ogorek Anthony Joseph’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 		$6K Hold
65
– – ﹤0.01% 486
2026
Q1 		$6K Buy
65
+9
+16% +$833 ﹤0.01% 472
2025
Q4 		$4K Sell
56
-47
-46% -$4.29K ﹤0.01% 515
2025
Q3 		$9K Buy
103
+4
+4% +$373 ﹤0.01% 413
2025
Q2 		$9K Hold
99
– – ﹤0.01% 402
2025
Q1 		$9K Buy
+99
New +$8.57K ﹤0.01% 391

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

Ogorek Anthony Joseph's SO Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Southern Company (SO) position steady in Q2 2026 at 65 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Ogorek Anthony Joseph first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $9K in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ogorek Anthony Joseph held 65 shares of Southern Company worth $6K as of Q2 2026.
  • Ogorek Anthony Joseph left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #486 holding.
  • Ogorek Anthony Joseph first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Southern Company position peaked at $9K in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.