ORC
SO icon

O'Rourke & Company’s Southern Company SO Stock Holding History

O'Rourke & 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 		$550K Buy
5,745
+6
+0.1% +$565 0.19% 107
2026
Q1 		$554K Buy
5,739
+5
+0.1% +$463 0.22% 94
2025
Q4 		$500K Buy
5,734
+6
+0.1% +$548 0.19% 104
2025
Q3 		$543K Sell
5,728
-56
-1% -$5.23K 0.23% 92
2025
Q2 		$531K Buy
5,784
+6
+0.1% +$539 0.25% 90
2025
Q1 		$531K Buy
5,778
+6
+0.1% +$519 0.26% 82
2024
Q4 		$475K Buy
5,772
+5
+0.1% +$439 0.23% 90
2024
Q3 		$520K Buy
5,767
+6
+0.1% +$513 0.26% 81
2024
Q2 		$447K Buy
5,761
+3
+0.1% +$227 0.25% 83
2024
Q1 		$413K Buy
5,758
+133
+2% +$9.18K 0.24% 87
2023
Q4 		$394K Buy
5,625
+3
+0.1% +$206 0.25% 84
2023
Q3 		$364K Buy
5,622
+5
+0.1% +$347 0.27% 78
2023
Q2 		$395K Buy
5,617
+5
+0.1% +$359 0.28% 75
2023
Q1 		$390K Buy
5,612
+5
+0.1% +$337 0.3% 77
2022
Q4 		$400K Buy
5,607
+923
+20% +$61.7K 0.32% 74
2022
Q3 		$319K Buy
4,684
+1
+0% +$76 0.28% 79
2022
Q2 		$334K Sell
4,683
-56
-1% -$4.11K 0.28% 78
2022
Q1 		$344K Buy
4,739
+68
+1% +$4.61K 0.24% 87
2021
Q4 		$320K Buy
+4,671
New +$298K 0.21% 90

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

O'Rourke & Company's SO Position: Q2 2026 in Review

O'Rourke & Company increased its Southern Company (SO) stake by 0.1% in Q2 2026, buying an estimated $565 and bringing the position to 5,745 shares worth $550K. The position accounts for 0.19% of the portfolio, ranked #107.

O'Rourke & Company first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $554K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • O'Rourke & Company held 5,745 shares of Southern Company worth $550K as of Q2 2026.
  • O'Rourke & Company bought 6 Southern Company shares in Q2 2026, an estimated $565.
  • Southern Company made up 0.19% of O'Rourke & Company's portfolio in Q2 2026, its #107 holding.
  • O'Rourke & Company first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • O'Rourke & Company's Southern Company position peaked at $554K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.