OpenArc Corporate Advisory’s Southern Company SO Stock Holding History

OpenArc Corporate Advisory’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	$48.3M	Buy	504,412 +52,957	+12%	+$4.99M	0.57%	40
2026 Q1	$43.6M	Buy	451,455 +7,751	+2%	+$717K	0.62%	39
2025 Q4	$38.7M	Buy	+443,704	New	+$40.5M	0.64%	37

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

OpenArc Corporate Advisory's SO Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Southern Company (SO) stake by 12% in Q2 2026, buying an estimated $4.99M and bringing the position to 504,412 shares worth $48.3M. The position accounts for 0.57% of the portfolio, ranked #40.

OpenArc Corporate Advisory first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

OpenArc Corporate Advisory held 504,412 shares of Southern Company worth $48.3M as of Q2 2026.
OpenArc Corporate Advisory bought 52,957 Southern Company shares in Q2 2026, an estimated $4.99M.
Southern Company made up 0.57% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #40 holding.
OpenArc Corporate Advisory first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.