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Sanctuary Advisors’s Southern Company SO Stock Holding History

Sanctuary 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 		$38.4M Sell
401,627
-1,174
-0.3% -$111K 0.18% 117
2026
Q1 		$38.9M Buy
402,801
+34,768
+9% +$3.22M 0.21% 95
2025
Q4 		$32.1M Buy
368,033
+17,884
+5% +$1.63M 0.18% 116
2025
Q3 		$33.2M Sell
350,149
-48,760
-12% -$4.55M 0.19% 108
2025
Q2 		$36.6M Sell
398,909
-1,275
-0.3% -$115K 0.23% 89
2025
Q1 		$36.8M Sell
400,184
-424
-0.1% -$36.7K 0.26% 77
2024
Q4 		$34M Sell
400,608
-3,076
-0.8% -$270K 0.22% 97
2024
Q3 		$35.4M Buy
403,684
+28,889
+8% +$2.47M 0.22% 93
2024
Q2 		$27.4M Buy
+374,795
New +$28.4M 0.2% 106

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

Sanctuary Advisors's SO Position: Q2 2026 in Review

Sanctuary Advisors reduced its Southern Company (SO) stake by 0.29% in Q2 2026, selling an estimated $111K and leaving 401,627 shares worth $38.4M. The position accounts for 0.18% of the portfolio, ranked #117.

Sanctuary Advisors first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.9M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sanctuary Advisors held 401,627 shares of Southern Company worth $38.4M as of Q2 2026.
  • Sanctuary Advisors sold 1,174 Southern Company shares in Q2 2026, an estimated $111K.
  • Southern Company made up 0.18% of Sanctuary Advisors's portfolio in Q2 2026, its #117 holding.
  • Sanctuary Advisors first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Southern Company position peaked at $38.9M in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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