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Procyon Advisors’s Southern Company SO Stock Holding History

Procyon Advisors’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 		$1.49M Buy
15,573
+843
+6% +$79.4K 0.06% 227
2026
Q1 		$1.42M Buy
14,730
+2,480
+20% +$229K 0.07% 230
2025
Q4 		$1.07M Buy
12,250
+4,127
+51% +$377K 0.05% 263
2025
Q3 		$770K Sell
8,123
-773
-9% -$72.2K 0.05% 260
2025
Q2 		$817K Sell
8,896
-953
-10% -$85.6K 0.08% 208
2025
Q1 		$906K Sell
9,849
-792
-7% -$68.6K 0.05% 273
2024
Q4 		$876K Sell
10,641
-213
-2% -$18.7K 0.06% 251
2024
Q3 		$979K Sell
10,854
-1,796
-14% -$153K 0.07% 238
2024
Q2 		$981K Sell
12,650
-1,312
-9% -$99.4K 0.07% 224
2024
Q1 		$1M Sell
13,962
-2,545
-15% -$176K 0.08% 226
2023
Q4 		$1.16M Sell
16,507
-354
-2% -$24.3K 0.1% 194
2023
Q3 		$1.09M Sell
16,861
-310
-2% -$21.5K 0.11% 187
2023
Q2 		$1.21M Sell
17,171
-1,510
-8% -$108K 0.15% 146
2023
Q1 		$1.3M Sell
18,681
-367
-2% -$24.7K 0.22% 110
2022
Q4 		$1.36M Buy
19,048
+2,556
+15% +$171K 0.25% 95
2022
Q3 		$1.12M Sell
16,492
-425
-3% -$32.2K 0.27% 83
2022
Q2 		$1.21M Sell
16,917
-2,020
-11% -$148K 0.27% 89
2022
Q1 		$1.37M Buy
18,937
+1,264
+7% +$85.6K 0.28% 78
2021
Q4 		$1.21M Buy
17,673
+718
+4% +$45.8K 0.26% 92
2021
Q3 		$1.05M Buy
16,955
+1,522
+10% +$98K 0.27% 84
2021
Q2 		$934K Buy
15,433
+9,818
+175% +$628K 0.25% 88
2021
Q1 		$349K Sell
5,615
-1,080
-16% -$64.7K 0.16% 151
2020
Q4 		$411K Buy
6,695
+197
+3% +$11.8K 0.2% 125
2020
Q3 		$352K Buy
6,498
+546
+9% +$29.2K 0.2% 122
2020
Q2 		$309K Buy
5,952
+498
+9% +$27.7K 0.16% 126
2020
Q1 		$295K Buy
5,454
+2,733
+100% +$173K 0.2% 106
2019
Q4 		$173K Buy
+2,721
New +$169K 0.11% 189

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

Procyon Advisors's SO Position: Q2 2026 in Review

Procyon Advisors increased its Southern Company (SO) stake by 5.7% in Q2 2026, buying an estimated $79.4K and bringing the position to 15,573 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #227.

Procyon Advisors first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Procyon Advisors held 15,573 shares of Southern Company worth $1.49M as of Q2 2026.
  • Procyon Advisors bought 843 Southern Company shares in Q2 2026, an estimated $79.4K.
  • Southern Company made up 0.06% of Procyon Advisors's portfolio in Q2 2026, its #227 holding.
  • Procyon Advisors first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.