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Old Port Advisors’s Southern Company SO Stock Holding History

Old Port 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 		$1.68M Buy
17,577
+474
+3% +$44.6K 0.33% 86
2026
Q1 		$1.65M Sell
17,103
-956
-5% -$88.4K 0.38% 83
2025
Q4 		$1.57M Sell
18,059
-1,019
-5% -$93K 0.39% 83
2025
Q3 		$1.81M Sell
19,078
-3,825
-17% -$357K 0.45% 67
2025
Q2 		$2.1M Sell
22,903
-5,902
-20% -$530K 0.57% 56
2025
Q1 		$2.65M Sell
28,805
-1,025
-3% -$88.7K 0.78% 37
2024
Q4 		$2.46M Buy
29,830
+944
+3% +$82.8K 0.71% 46
2024
Q3 		$2.6M Buy
28,886
+561
+2% +$47.9K 0.72% 43
2024
Q2 		$2.2M Buy
28,325
+511
+2% +$38.7K 0.66% 49
2024
Q1 		$2M Buy
27,814
+2,008
+8% +$139K 0.61% 56
2023
Q4 		$1.81M Buy
25,806
+151
+0.6% +$10.4K 0.6% 57
2023
Q3 		$1.66M Buy
+25,655
New +$1.78M 0.6% 58
2023
Q1 		$1.78M Buy
24,791
+1,328
+6% +$89.4K 0.64% 55
2022
Q4 		$1.68M Buy
23,463
+1,109
+5% +$74.2K 0.63% 54
2022
Q3 		$1.54M Buy
22,354
+918
+4% +$69.5K 0.61% 51
2022
Q2 		$1.52M Buy
21,436
+768
+4% +$56.4K 0.59% 54
2022
Q1 		$1.53M Buy
20,668
+927
+5% +$62.8K 0.52% 65
2021
Q4 		$1.35M Buy
19,741
+843
+4% +$53.7K 0.46% 75
2021
Q3 		$1.19M Buy
18,898
+2,564
+16% +$165K 0.43% 70
2021
Q2 		$1.01M Buy
16,334
+7,960
+95% +$509K 0.36% 81
2021
Q1 		$521K Buy
8,374
+2,913
+53% +$174K 0.2% 115
2020
Q4 		$324K Buy
5,461
+1,074
+24% +$64.6K 0.14% 139
2020
Q3 		$238K Buy
+4,387
New +$234K 0.12% 152
2020
Q2 		– Sell
-3,792
Closed -$205K – 180
2020
Q1 		$205K Hold
3,792
– – 0.13% 155
2019
Q4 		$238K Sell
3,792
-83
-2% -$5.14K 0.11% 155
2019
Q3 		$240K Sell
3,875
-50
-1% -$2.9K 0.13% 150
2019
Q2 		$221K Sell
3,925
-50
-1% -$2.68K 0.11% 162
2019
Q1 		$205K Buy
+3,975
New +$195K 0.11% 166

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

Old Port Advisors's SO Position: Q2 2026 in Review

Old Port Advisors increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $44.6K and bringing the position to 17,577 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #86.

Old Port Advisors first reported a position in SO in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.65M in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Old Port Advisors held 17,577 shares of Southern Company worth $1.68M as of Q2 2026.
  • Old Port Advisors bought 474 Southern Company shares in Q2 2026, an estimated $44.6K.
  • Southern Company made up 0.33% of Old Port Advisors's portfolio in Q2 2026, its #86 holding.
  • Old Port Advisors first reported a position in Southern Company in Q1 2019 and has held it in 28 quarters since.
  • Old Port Advisors's Southern Company position peaked at $2.65M in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.