Orion Investment Company’s Southern Company SO Stock Holding History

Orion Investment Company’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	$560K	Buy	5,855 +10	+0.2%	+$941	0.16%	55
2026 Q1	$564K	Hold	5,845	–	–	0.18%	52
2025 Q4	$510K	Hold	5,845	–	–	0.16%	52
2025 Q3	$554K	Sell	5,845 -166	-3%	-$15.5K	0.18%	52
2025 Q2	$552K	Hold	6,011	–	–	0.2%	50
2025 Q1	$553K	Hold	6,011	–	–	0.23%	50
2024 Q4	$495K	Hold	6,011	–	–	0.2%	46
2024 Q3	$542K	Sell	6,011 -424	-7%	-$36.2K	0.21%	46
2024 Q2	$499K	Buy	+6,435	New	+$488K	0.2%	45

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 Investment Company's SO Position: Q2 2026 in Review

Orion Investment Company increased its Southern Company (SO) stake by 0.17% in Q2 2026, buying an estimated $941 and bringing the position to 5,855 shares worth $560K. The position accounts for 0.16% of the portfolio, ranked #55.

Orion Investment Company first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $564K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Orion Investment Company held 5,855 shares of Southern Company worth $560K as of Q2 2026.
Orion Investment Company bought 10 Southern Company shares in Q2 2026, an estimated $941.
Southern Company made up 0.16% of Orion Investment Company's portfolio in Q2 2026, its #55 holding.
Orion Investment Company first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's Southern Company position peaked at $564K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.