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one8zero8 LLC’s Southern Company SO Stock Holding History

one8zero8 LLC’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 		$765K Buy
7,989
+8
+0.1% +$753 0.15% 109
2026
Q1 		$770K Buy
7,981
+8
+0.1% +$740 0.17% 104
2025
Q4 		$695K Sell
7,973
-91
-1% -$8.31K 0.15% 111
2025
Q3 		$764K Sell
8,064
-642
-7% -$59.9K 0.17% 106
2025
Q2 		$799K Buy
8,706
+8
+0.1% +$719 0.19% 101
2025
Q1 		$800K Sell
8,698
-229
-3% -$19.8K 0.19% 98
2024
Q4 		$735K Buy
+8,927
New +$783K 0.16% 113

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

one8zero8 LLC's SO Position: Q2 2026 in Review

one8zero8 LLC increased its Southern Company (SO) stake by 0.1% in Q2 2026, buying an estimated $753 and bringing the position to 7,989 shares worth $765K. The position accounts for 0.15% of the portfolio, ranked #109.

one8zero8 LLC first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $800K in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • one8zero8 LLC held 7,989 shares of Southern Company worth $765K as of Q2 2026.
  • one8zero8 LLC bought 8 Southern Company shares in Q2 2026, an estimated $753.
  • Southern Company made up 0.15% of one8zero8 LLC's portfolio in Q2 2026, its #109 holding.
  • one8zero8 LLC first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • one8zero8 LLC's Southern Company position peaked at $800K in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on one8zero8 LLC's 13F filing for Q2 2026, filed 10 Aug 2026.