Spirepoint Private Client’s Southern Company SO Stock Holding History

Spirepoint Private Client’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	$10.1M	Buy	105,995 +1,502	+1%	+$141K	0.82%	34
2026 Q1	$10.1M	Buy	104,493 +6,862	+7%	+$635K	0.96%	29
2025 Q4	$8.51M	Buy	97,631 +11,460	+13%	+$1.05M	0.81%	35
2025 Q3	$8.17M	Buy	86,171 +3,327	+4%	+$311K	0.86%	37
2025 Q2	$7.61M	Buy	82,844 +892	+1%	+$80.1K	0.86%	37
2025 Q1	$7.54M	Buy	81,952 +9,409	+13%	+$815K	0.98%	34
2024 Q4	$5.97M	Buy	72,543 +4,973	+7%	+$436K	0.75%	39
2024 Q3	$6.09M	Buy	67,570 +2,372	+4%	+$203K	0.81%	36
2024 Q2	$5.06M	Buy	65,198 +5,593	+9%	+$424K	0.72%	35
2024 Q1	$4.28M	Buy	+59,605	New	+$4.11M	0.65%	39

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

Spirepoint Private Client's SO Position: Q2 2026 in Review

Spirepoint Private Client increased its Southern Company (SO) stake by 1.4% in Q2 2026, buying an estimated $141K and bringing the position to 105,995 shares worth $10.1M. The position accounts for 0.82% of the portfolio, ranked #34.

Spirepoint Private Client first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Spirepoint Private Client held 105,995 shares of Southern Company worth $10.1M as of Q2 2026.
Spirepoint Private Client bought 1,502 Southern Company shares in Q2 2026, an estimated $141K.
Southern Company made up 0.82% of Spirepoint Private Client's portfolio in Q2 2026, its #34 holding.
Spirepoint Private Client first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.