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Sovran Advisors’s Southern Company SO Stock Holding History

Sovran 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 		$373K Buy
3,855
+212
+6% +$20K 0.03% 430
2026
Q1 		$352K Sell
3,643
-726
-17% -$67.2K 0.03% 427
2025
Q4 		$388K Buy
4,369
+156
+4% +$14.2K 0.03% 403
2025
Q3 		$401K Buy
4,213
+442
+12% +$41.3K 0.04% 379
2025
Q2 		$344K Sell
3,771
-388
-9% -$34.8K 0.04% 379
2025
Q1 		$382K Buy
4,159
+440
+12% +$38.1K 0.05% 332
2024
Q4 		$305K Buy
+3,719
New +$326K 0.04% 334

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 $3.38T AUM 44.17% 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

Sovran Advisors's SO Position: Q2 2026 in Review

Sovran Advisors increased its Southern Company (SO) stake by 5.8% in Q2 2026, buying an estimated $20K and bringing the position to 3,855 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #430.

Sovran Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sovran Advisors held 3,855 shares of Southern Company worth $373K as of Q2 2026.
  • Sovran Advisors bought 212 Southern Company shares in Q2 2026, an estimated $20K.
  • Southern Company made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #430 holding.
  • Sovran Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Southern Company position peaked at $401K in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.