SIH Partners’s Southern Company SO Stock Holding History

SIH Partners’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	–	Sell	-5,158	Closed	-$498K	–	412
2026 Q1	$498K	Buy	+5,158	New	+$477K	0.01%	214

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SIH Partners's SO Position: Q2 2026 in Review

SIH Partners sold out of Southern Company (SO) in Q2 2026, closing a stake of 5,158 shares — an estimated $498K sold.

SIH Partners first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $498K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

SIH Partners reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
SIH Partners sold 5,158 Southern Company shares in Q2 2026, an estimated $498K.
SIH Partners first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
SIH Partners's Southern Company position peaked at $498K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SIH Partners's 13F filing for Q2 2026, filed 14 Aug 2026.