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PSI Advisors’s Southern Company SO Stock Holding History

PSI 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 		$514K Buy
5,373
+159
+3% +$15K 0.12% 94
2026
Q1 		$503K Hold
5,214
– – 0.12% 89
2025
Q4 		$455K Sell
5,214
-35
-0.7% -$3.19K 0.11% 83
2025
Q3 		$497K Hold
5,249
– – 0.13% 81
2025
Q2 		$482K Sell
5,249
-150
-3% -$13.5K 0.24% 57
2025
Q1 		$496K Sell
5,399
-622
-10% -$53.8K 0.16% 70
2024
Q4 		$496K Hold
6,021
– – 0.15% 77
2024
Q3 		$543K Sell
6,021
-100
-2% -$8.54K 0.16% 79
2024
Q2 		$475K Sell
6,121
-2,210
-27% -$167K 0.15% 87
2024
Q1 		$598K Buy
8,331
+1,509
+22% +$104K 0.22% 68
2023
Q4 		$478K Buy
6,822
+121
+2% +$8.31K 0.18% 80
2023
Q3 		$434K Buy
6,701
+51
+0.8% +$3.54K 0.19% 84
2023
Q2 		$467K Sell
6,650
-549
-8% -$39.4K 0.21% 77
2023
Q1 		$501K Hold
7,199
– – 0.24% 68
2022
Q4 		$514K Sell
7,199
-2,849
-28% -$190K 0.27% 64
2022
Q3 		$683K Sell
10,048
-2,217
-18% -$168K 0.36% 55
2022
Q2 		$875K Sell
12,265
-920
-7% -$67.5K 0.43% 51
2022
Q1 		$956K Sell
13,185
-741
-5% -$50.2K 0.39% 53
2021
Q4 		$955K Sell
13,926
-1,027
-7% -$65.5K 0.39% 55
2021
Q3 		$926K Sell
14,953
-1,470
-9% -$94.6K 0.43% 48
2021
Q2 		$993K Sell
16,423
-1,017
-6% -$65K 0.52% 42
2021
Q1 		$1.08M Buy
17,440
+1,219
+8% +$73K 0.64% 38
2020
Q4 		$996K Sell
16,221
-8,435
-34% -$507K 0.69% 31
2020
Q3 		$1.34M Buy
24,656
+3,750
+18% +$200K 1.02% 21
2020
Q2 		$1.08M Sell
20,906
-4,448
-18% -$247K 0.87% 28
2020
Q1 		$1.37M Sell
25,354
-3,244
-11% -$206K 1.26% 21
2019
Q4 		$1.82M Buy
+28,598
New +$1.77M 1.17% 17

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

PSI Advisors's SO Position: Q2 2026 in Review

PSI Advisors increased its Southern Company (SO) stake by 3% in Q2 2026, buying an estimated $15K and bringing the position to 5,373 shares worth $514K. The position accounts for 0.12% of the portfolio, ranked #94.

PSI Advisors first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q4 2019. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PSI Advisors held 5,373 shares of Southern Company worth $514K as of Q2 2026.
  • PSI Advisors bought 159 Southern Company shares in Q2 2026, an estimated $15K.
  • Southern Company made up 0.12% of PSI Advisors's portfolio in Q2 2026, its #94 holding.
  • PSI Advisors first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's Southern Company position peaked at $1.82M in Q4 2019.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.