P
SO icon

&Partners’s Southern Company SO Stock Holding History

&Partners’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 		$18.8M Buy
196,930
+12,401
+7% +$1.17M 0.08% 236
2026
Q1 		$17.8M Buy
184,529
+7,108
+4% +$658K 0.09% 213
2025
Q4 		$15.5M Buy
177,421
+17,897
+11% +$1.63M 0.08% 227
2025
Q3 		$15.1M Buy
159,524
+15,430
+11% +$1.44M 0.1% 197
2025
Q2 		$13.2M Buy
144,094
+20,356
+16% +$1.83M 0.1% 192
2025
Q1 		$11.3M Buy
123,738
+9,655
+8% +$836K 0.12% 166
2024
Q4 		$9.44M Buy
114,083
+39,074
+52% +$3.43M 0.11% 178
2024
Q3 		$6.76M Buy
75,009
+31,899
+74% +$2.72M 0.13% 162
2024
Q2 		$3.34M Buy
43,110
+25,832
+150% +$1.96M 0.15% 154
2024
Q1 		$1.24M Buy
17,278
+7,564
+78% +$522K 0.17% 119
2023
Q4 		$682K Buy
9,714
+232
+2% +$15.9K 0.17% 133
2023
Q3 		$614K Buy
9,482
+52
+0.6% +$3.61K 0.29% 68
2023
Q2 		$662K Buy
9,430
+2,395
+34% +$172K 0.3% 66
2023
Q1 		$489K Sell
7,035
-67
-0.9% -$4.51K 0.24% 87
2022
Q4 		$507K Sell
7,102
-300
-4% -$20.1K 0.25% 81
2022
Q3 		$503K Hold
7,402
– – 0.29% 78
2022
Q2 		$528K Buy
7,402
+684
+10% +$50.2K 0.3% 76
2022
Q1 		$487K Buy
6,718
+2,875
+75% +$195K 0.27% 89
2021
Q4 		$264K Hold
3,843
– – 0.16% 141
2021
Q3 		$238K Buy
+3,843
New +$247K 0.15% 151

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

&Partners's SO Position: Q2 2026 in Review

&Partners increased its Southern Company (SO) stake by 6.7% in Q2 2026, buying an estimated $1.17M and bringing the position to 196,930 shares worth $18.8M. The position accounts for 0.08% of the portfolio, ranked #236.

&Partners first reported a position in SO in Q3 2021 and has held it in 20 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • &Partners held 196,930 shares of Southern Company worth $18.8M as of Q2 2026.
  • &Partners bought 12,401 Southern Company shares in Q2 2026, an estimated $1.17M.
  • Southern Company made up 0.08% of &Partners's portfolio in Q2 2026, its #236 holding.
  • &Partners first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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