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Shuttleworth & Co’s Southern Company SO Stock Holding History

Shuttleworth & Co’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 		$878K Sell
9,171
-1,511
-14% -$142K 0.7% 44
2026
Q1 		$1.03M Sell
10,682
-535
-5% -$49.5K 0.93% 45
2025
Q4 		$978K Sell
11,217
-2,698
-19% -$246K 0.89% 49
2025
Q3 		$1.32M Buy
+13,915
New +$1.3M 1.2% 42

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

Shuttleworth & Co's SO Position: Q2 2026 in Review

Shuttleworth & Co reduced its Southern Company (SO) stake by 14% in Q2 2026, selling an estimated $142K and leaving 9,171 shares worth $878K. The position accounts for 0.7% of the portfolio, ranked #44.

Shuttleworth & Co first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q3 2025. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Shuttleworth & Co held 9,171 shares of Southern Company worth $878K as of Q2 2026.
  • Shuttleworth & Co sold 1,511 Southern Company shares in Q2 2026, an estimated $142K.
  • Southern Company made up 0.7% of Shuttleworth & Co's portfolio in Q2 2026, its #44 holding.
  • Shuttleworth & Co first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's Southern Company position peaked at $1.32M in Q3 2025.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.