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Outfitter Financial’s Southern Company SO Stock Holding History

Outfitter Financial’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 		$1.23M Buy
12,900
+3,010
+30% +$283K 0.87% 43
2026
Q1 		$955K Buy
9,890
+3,545
+56% +$328K 0.74% 47
2025
Q4 		$553K Buy
6,345
+590
+10% +$53.9K 0.44% 66
2025
Q3 		$545K Buy
5,755
+975
+20% +$91K 0.44% 66
2025
Q2 		$439K Buy
4,780
+2,315
+94% +$208K 0.37% 67
2025
Q1 		$227K Buy
+2,465
New +$213K 0.2% 75

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

Outfitter Financial's SO Position: Q2 2026 in Review

Outfitter Financial increased its Southern Company (SO) stake by 30% in Q2 2026, buying an estimated $283K and bringing the position to 12,900 shares worth $1.23M. The position accounts for 0.87% of the portfolio, ranked #43.

Outfitter Financial first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Outfitter Financial held 12,900 shares of Southern Company worth $1.23M as of Q2 2026.
  • Outfitter Financial bought 3,010 Southern Company shares in Q2 2026, an estimated $283K.
  • Southern Company made up 0.87% of Outfitter Financial's portfolio in Q2 2026, its #43 holding.
  • Outfitter Financial first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.