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Parrish Capital’s Southern Company SO Stock Holding History

Parrish Capital’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 		$1.48M Sell
15,418
-2,410
-14% -$227K 1.42% 24
2026
Q1 		$1.72M Sell
17,828
-221
-1% -$20.4K 1.53% 20
2025
Q4 		$1.57M Buy
+18,049
New +$1.65M 1.43% 22

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

Parrish Capital's SO Position: Q2 2026 in Review

Parrish Capital reduced its Southern Company (SO) stake by 14% in Q2 2026, selling an estimated $227K and leaving 15,418 shares worth $1.48M. The position accounts for 1.42% of the portfolio, ranked #24.

Parrish Capital first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Parrish Capital held 15,418 shares of Southern Company worth $1.48M as of Q2 2026.
  • Parrish Capital sold 2,410 Southern Company shares in Q2 2026, an estimated $227K.
  • Southern Company made up 1.42% of Parrish Capital's portfolio in Q2 2026, its #24 holding.
  • Parrish Capital first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Parrish Capital's Southern Company position peaked at $1.72M in Q1 2026.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Parrish Capital's 13F filing for Q2 2026, filed 1 Sep 2026.