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Prosperity Capital Advisors’s Southern Company SO Stock Holding History

Prosperity Capital 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 		$266K Buy
2,774
+168
+6% +$15.8K 0.01% 365
2026
Q1 		$252K Sell
2,606
-22
-0.8% -$2.04K 0.01% 357
2025
Q4 		$229K Sell
2,628
-557
-17% -$50.9K 0.01% 356
2025
Q3 		$302K Buy
3,185
+886
+39% +$82.7K 0.02% 349
2025
Q2 		$211K Buy
2,299
+32
+1% +$2.87K 0.01% 373
2025
Q1 		$208K Sell
2,267
-9,376
-81% -$812K 0.02% 340
2024
Q4 		$958K Buy
11,643
+862
+8% +$75.6K 0.08% 161
2024
Q3 		$972K Buy
10,781
+1,252
+13% +$107K 0.08% 162
2024
Q2 		$739K Sell
9,529
-10,988
-54% -$833K 0.08% 157
2024
Q1 		$1.47M Buy
20,517
+9,761
+91% +$674K 0.17% 94
2023
Q4 		$754K Sell
10,756
-165
-2% -$11.3K 0.08% 124
2023
Q3 		$707K Buy
10,921
+225
+2% +$15.6K 0.09% 112
2023
Q2 		$751K Buy
+10,696
New +$767K 0.11% 108

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

Prosperity Capital Advisors's SO Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Southern Company (SO) stake by 6.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,774 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #365.

Prosperity Capital Advisors first reported a position in SO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.47M in Q1 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Prosperity Capital Advisors held 2,774 shares of Southern Company worth $266K as of Q2 2026.
  • Prosperity Capital Advisors bought 168 Southern Company shares in Q2 2026, an estimated $15.8K.
  • Southern Company made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #365 holding.
  • Prosperity Capital Advisors first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
  • Prosperity Capital Advisors's Southern Company position peaked at $1.47M in Q1 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.