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SmartHarvest Portfolios’s Southern Company SO Stock Holding History

SmartHarvest Portfolios’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 		$414K Buy
4,324
+288
+7% +$27.1K 0.13% 170
2026
Q1 		$390K Sell
4,036
-735
-15% -$68K 0.16% 140
2025
Q4 		$416K Buy
+4,771
New +$436K 0.14% 148

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

SmartHarvest Portfolios's SO Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Southern Company (SO) stake by 7.1% in Q2 2026, buying an estimated $27.1K and bringing the position to 4,324 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #170.

SmartHarvest Portfolios first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $416K in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SmartHarvest Portfolios held 4,324 shares of Southern Company worth $414K as of Q2 2026.
  • SmartHarvest Portfolios bought 288 Southern Company shares in Q2 2026, an estimated $27.1K.
  • Southern Company made up 0.13% of SmartHarvest Portfolios's portfolio in Q2 2026, its #170 holding.
  • SmartHarvest Portfolios first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's Southern Company position peaked at $416K in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.