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Southland Equity Partners’s Southern Company SO Stock Holding History

Southland Equity 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 		$411K Buy
4,293
+14
+0.3% +$1.32K 0.07% 195
2026
Q1 		$413K Buy
4,279
+52
+1% +$4.81K 0.08% 174
2025
Q4 		$369K Buy
4,227
+43
+1% +$3.93K 0.07% 183
2025
Q3 		$397K Sell
4,184
-9
-0.2% -$840 0.08% 159
2025
Q2 		$385K Buy
4,193
+3
+0.1% +$269 0.08% 151
2025
Q1 		$385K Sell
4,190
-54
-1% -$4.67K 0.09% 147
2024
Q4 		$349K Sell
4,244
-273
-6% -$24K 0.08% 154
2024
Q3 		$407K Sell
4,517
-133
-3% -$11.4K 0.1% 140
2024
Q2 		$361K Sell
4,650
-178
-4% -$13.5K 0.1% 127
2024
Q1 		$346K Buy
4,828
+36
+0.8% +$2.48K 0.1% 137
2023
Q4 		$336K Buy
4,792
+101
+2% +$6.94K 0.11% 132
2023
Q3 		$304K Buy
4,691
+110
+2% +$7.63K 0.1% 134
2023
Q2 		$322K Buy
4,581
+5
+0.1% +$359 0.11% 126
2023
Q1 		$318K Buy
4,576
+133
+3% +$8.96K 0.13% 121
2022
Q4 		$317K Buy
4,443
+203
+5% +$13.6K 0.12% 118
2022
Q3 		$288K Buy
4,240
+100
+2% +$7.58K 0.14% 112
2022
Q2 		$295K Hold
4,140
– – 0.13% 117
2022
Q1 		$300K Buy
4,140
+260
+7% +$17.6K 0.12% 123
2021
Q4 		$266K Buy
3,880
+125
+3% +$7.97K 0.11% 142
2021
Q3 		$233K Buy
+3,755
New +$242K 0.11% 146

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

Southland Equity Partners's SO Position: Q2 2026 in Review

Southland Equity Partners increased its Southern Company (SO) stake by 0.33% in Q2 2026, buying an estimated $1.32K and bringing the position to 4,293 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #195.

Southland Equity Partners first reported a position in SO in Q3 2021 and has held it in 20 quarters since. The position peaked at $413K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Southland Equity Partners held 4,293 shares of Southern Company worth $411K as of Q2 2026.
  • Southland Equity Partners bought 14 Southern Company shares in Q2 2026, an estimated $1.32K.
  • Southern Company made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #195 holding.
  • Southland Equity Partners first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
  • Southland Equity Partners's Southern Company position peaked at $413K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.