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Pavion Blue Capital’s Southern Company SO Stock Holding History

Pavion Blue 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 		$260K Hold
2,715
– – 0.1% 94
2026
Q1 		$262K Hold
2,715
– – 0.11% 91
2025
Q4 		$237K Hold
2,715
– – 0.1% 91
2025
Q3 		$257K Hold
2,715
– – 0.11% 90
2025
Q2 		$249K Hold
2,715
– – 0.11% 90
2025
Q1 		$250K Hold
2,715
– – 0.12% 88
2024
Q4 		$223K Hold
2,715
– – 0.1% 91
2024
Q3 		$245K Hold
2,715
– – 0.11% 94
2024
Q2 		$211K Buy
+2,715
New +$206K 0.1% 97

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

Pavion Blue Capital's SO Position: Q2 2026 in Review

Pavion Blue Capital held its Southern Company (SO) position steady in Q2 2026 at 2,715 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #94.

Pavion Blue Capital first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $262K in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pavion Blue Capital held 2,715 shares of Southern Company worth $260K as of Q2 2026.
  • Pavion Blue Capital left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.1% of Pavion Blue Capital's portfolio in Q2 2026, its #94 holding.
  • Pavion Blue Capital first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • Pavion Blue Capital's Southern Company position peaked at $262K in Q1 2026.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pavion Blue Capital's 13F filing for Q2 2026, filed 7 Aug 2026.