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Sentry LLC’s Southern Company SO Stock Holding History

Sentry LLC’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 		$656K Buy
6,851
+2
+0% +$188 0.18% 62
2026
Q1 		$661K Sell
6,849
-244
-3% -$22.6K 0.21% 56
2025
Q4 		$619K Buy
7,093
+4
+0.1% +$365 0.17% 66
2025
Q3 		$672K Buy
7,089
+4
+0.1% +$373 0.17% 59
2025
Q2 		$651K Buy
7,085
+4
+0.1% +$359 0.13% 61
2025
Q1 		$651K Buy
7,081
+2,958
+72% +$256K 0.13% 61
2024
Q4 		$339K Sell
4,123
-2,994
-42% -$263K 0.07% 84
2024
Q3 		$642K Buy
7,117
+3
+0% +$256 0.12% 60
2024
Q2 		$552K Buy
7,114
+5
+0.1% +$379 0.1% 61
2024
Q1 		$510K Sell
7,109
-3
-0% -$207 0.1% 68
2023
Q4 		$499K Buy
7,112
+12
+0.2% +$824 0.11% 65
2023
Q3 		$460K Buy
7,100
+4
+0.1% +$278 0.1% 68
2023
Q2 		$498K Buy
7,096
+5
+0.1% +$359 0.11% 68
2023
Q1 		$493K Buy
+7,091
New +$477K 0.12% 65

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

Sentry LLC's SO Position: Q2 2026 in Review

Sentry LLC increased its Southern Company (SO) stake by 0.03% in Q2 2026, buying an estimated $188 and bringing the position to 6,851 shares worth $656K. The position accounts for 0.18% of the portfolio, ranked #62.

Sentry LLC first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $672K in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sentry LLC held 6,851 shares of Southern Company worth $656K as of Q2 2026.
  • Sentry LLC bought 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.18% of Sentry LLC's portfolio in Q2 2026, its #62 holding.
  • Sentry LLC first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • Sentry LLC's Southern Company position peaked at $672K in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sentry LLC's 13F filing for Q2 2026, filed 14 Aug 2026.