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Operose Advisors’s Southern Company SO Stock Holding History

Operose 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
-316
Closed -$30.5K – 667
2026
Q1 		$30.5K Buy
+316
New +$29.2K 0.01% 324
2024
Q4 		– Sell
-409
Closed -$36.9K – 609
2024
Q3 		$36.9K Hold
409
– – 0.01% 313
2024
Q2 		$31.7K Sell
409
-100
-20% -$7.58K 0.01% 292
2024
Q1 		$36.5K Buy
509
+100
+24% +$6.9K 0.01% 285
2023
Q4 		$28.7K Sell
409
-1,331
-76% -$91.4K 0.01% 298
2023
Q3 		$113K Buy
1,740
+601
+53% +$41.7K 0.04% 192
2023
Q2 		$80K Hold
1,139
– – 0.04% 138
2023
Q1 		$79.3K Buy
1,139
+775
+213% +$52.2K 0.04% 131
2022
Q4 		$26K Hold
364
– – 0.01% 200
2022
Q3 		$25K Buy
364
+344
+1,720% +$26.1K 0.02% 201
2022
Q2 		$1K Hold
20
– – ﹤0.01% 296
2022
Q1 		$1K Hold
20
– – ﹤0.01% 313
2021
Q4 		$1K Buy
+20
New +$1.27K ﹤0.01% 294

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

Operose Advisors's SO Position: Q2 2026 in Review

Operose Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 316 shares — an estimated $30.5K sold.

Operose Advisors first reported a position in SO in Q4 2021 and held it in 13 quarters. The position peaked at $113K in Q3 2023. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Operose Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 316 Southern Company shares in Q2 2026, an estimated $30.5K.
  • Operose Advisors first reported a position in Southern Company in Q4 2021 and held it in 13 quarters.
  • Operose Advisors's Southern Company position peaked at $113K in Q3 2023.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.