Orion Capital Management’s Southern Company SO Stock Holding History

Orion Capital Management’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	$1.34K	Hold	14	–	–	﹤0.01%	486
2026 Q1	$1.35K	Hold	14	–	–	﹤0.01%	453
2025 Q4	$1.22K	Hold	14	–	–	﹤0.01%	475
2025 Q3	$1.33K	Hold	14	–	–	﹤0.01%	501
2025 Q2	$1.29K	Hold	14	–	–	﹤0.01%	455
2025 Q1	$1.29K	Hold	14	–	–	﹤0.01%	450
2024 Q4	$1.15K	Buy	+14	New	+$1.23K	﹤0.01%	455
2024 Q3	–	Sell	-14	Closed	-$1.09K	–	375
2024 Q2	$1.09K	Hold	14	–	–	﹤0.01%	420
2024 Q1	$1K	Hold	14	–	–	﹤0.01%	483
2023 Q4	$982	Hold	14	–	–	﹤0.01%	487
2023 Q3	$906	Buy	+14	New	+$972	﹤0.01%	480
2023 Q2	–	Sell	-250	Closed	-$17.4K	–	383
2023 Q1	$17.4K	Hold	250	–	–	0.01%	342
2022 Q4	$17.9K	Hold	250	–	–	0.01%	277
2022 Q3	$17K	Buy	+250	New	+$18.9K	0.01%	282

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

Orion Capital Management's SO Position: Q2 2026 in Review

Orion Capital Management held its Southern Company (SO) position steady in Q2 2026 at 14 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Orion Capital Management first reported a position in SO in Q3 2022 and has held it in 14 quarters since. The position peaked at $17.9K in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Orion Capital Management held 14 shares of Southern Company worth $1.34K as of Q2 2026.
Orion Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #486 holding.
Orion Capital Management first reported a position in Southern Company in Q3 2022 and has held it in 14 quarters since.
Orion Capital Management's Southern Company position peaked at $17.9K in Q4 2022.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.