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 Q2	$2.28M	Sell	23,816 -158	-0.7%	-$14.9K	0.35%	94
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 $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

Stamos Capital Partners's SO Position: Q2 2026 in Review

Stamos Capital Partners reduced its Southern Company (SO) stake by 0.66% in Q2 2026, selling an estimated $14.9K and leaving 23,816 shares worth $2.28M. The position accounts for 0.35% of the portfolio, ranked #94.

Stamos Capital Partners first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.64M in Q2 2024. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Stamos Capital Partners held 23,816 shares of Southern Company worth $2.28M as of Q2 2026.
Stamos Capital Partners sold 158 Southern Company shares in Q2 2026, an estimated $14.9K.
Southern Company made up 0.35% of Stamos Capital Partners's portfolio in Q2 2026, its #94 holding.
Stamos Capital Partners first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Stamos Capital Partners's Southern Company position peaked at $2.64M in Q2 2024.
2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.