Stamos Capital Partners’s Southern Company SO Stock Holding History

Stamos Capital 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 Q1	$2.31M	Sell	23,974 -2,865	-11%	-$265K	0.36%	86
2025 Q4	$2.34M	Buy	26,839 +9,380	+54%	+$856K	0.38%	84
2025 Q3	$1.65M	Sell	17,459 -8,558	-33%	-$799K	0.31%	80
2025 Q2	$2.39M	Buy	26,017 +4,734	+22%	+$425K	0.43%	69
2025 Q1	$1.96M	Sell	21,283 -5,977	-22%	-$517K	0.51%	69
2024 Q4	$2.24M	Buy	27,260 +4,550	+20%	+$399K	0.53%	57
2024 Q3	$2.05M	Sell	22,710 -11,360	-33%	-$970K	0.48%	64
2024 Q2	$2.64M	Buy	+34,070	New	+$2.58M	0.56%	45

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stamos Capital Partners's SO Position: Q1 2026 in Review

Stamos Capital Partners reduced its Southern Company (SO) stake by 11% in Q1 2026, selling an estimated $265K and leaving 23,974 shares worth $2.31M. The position accounts for 0.36% of the portfolio, ranked #86.

Stamos Capital Partners first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q2 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Stamos Capital Partners held 23,974 shares of Southern Company worth $2.31M as of Q1 2026.
Stamos Capital Partners sold 2,865 Southern Company shares in Q1 2026, an estimated $265K.
Southern Company made up 0.36% of Stamos Capital Partners's portfolio in Q1 2026, its #86 holding.
Stamos Capital Partners first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
Stamos Capital Partners's Southern Company position peaked at $2.64M in Q2 2024.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.