Skyline Advisors’s Southern Company SO Stock Holding History

Skyline 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	$719K	Hold	7,507	–	–	0.23%	62
2026 Q1	$725K	Hold	7,507	–	–	0.25%	57
2025 Q4	$655K	Hold	7,507	–	–	0.22%	47
2025 Q3	$711K	Hold	7,507	–	–	0.25%	43
2025 Q2	$689K	Hold	7,507	–	–	0.25%	47
2025 Q1	$690K	Sell	7,507 -10	-0.1%	-$866	0.27%	42
2024 Q4	$619K	Buy	7,517 +10	+0.1%	+$877	0.24%	42
2024 Q3	$677K	Hold	7,507	–	–	0.28%	38
2024 Q2	$582K	Hold	7,507	–	–	0.25%	39
2024 Q1	$539K	Hold	7,507	–	–	0.24%	41
2023 Q4	$526K	Buy	+7,507	New	+$516K	0.25%	38

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

Skyline Advisors's SO Position: Q2 2026 in Review

Skyline Advisors held its Southern Company (SO) position steady in Q2 2026 at 7,507 shares worth $719K. The position accounts for 0.23% of the portfolio, ranked #62.

Skyline Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $725K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Skyline Advisors held 7,507 shares of Southern Company worth $719K as of Q2 2026.
Skyline Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.23% of Skyline Advisors's portfolio in Q2 2026, its #62 holding.
Skyline Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Skyline Advisors's Southern Company position peaked at $725K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.