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Per Stirling Capital Management’s Southern Company SO Stock Holding History

Per Stirling Capital Management’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 		$241K Buy
2,520
+17
+0.7% +$1.6K 0.02% 307
2026
Q1 		$242K Sell
2,503
-50
-2% -$4.63K 0.03% 284
2025
Q4 		$223K Buy
2,553
+13
+0.5% +$1.19K 0.03% 282
2025
Q3 		$241K Buy
2,540
+21
+0.8% +$1.96K 0.03% 257
2025
Q2 		$231K Buy
2,519
+17
+0.7% +$1.53K 0.03% 251
2025
Q1 		$230K Buy
2,502
+16
+0.6% +$1.39K 0.03% 242
2024
Q4 		$205K Buy
2,486
+17
+0.7% +$1.49K 0.03% 254
2024
Q3 		$223K Buy
+2,469
New +$211K 0.03% 242

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 $3.38T AUM 44.17% 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

Per Stirling Capital Management's SO Position: Q2 2026 in Review

Per Stirling Capital Management increased its Southern Company (SO) stake by 0.68% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,520 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #307.

Per Stirling Capital Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $242K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Per Stirling Capital Management held 2,520 shares of Southern Company worth $241K as of Q2 2026.
  • Per Stirling Capital Management bought 17 Southern Company shares in Q2 2026, an estimated $1.6K.
  • Southern Company made up 0.02% of Per Stirling Capital Management's portfolio in Q2 2026, its #307 holding.
  • Per Stirling Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Per Stirling Capital Management's Southern Company position peaked at $242K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.