Stanley-Laman Group’s Southern Company SO Stock Holding History

Stanley-Laman Group’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	$459K	Buy	+4,797	New	+$452K	0.05%	242
2025 Q3	–	Sell	-4,058	Closed	-$373K	–	310
2025 Q2	$373K	Buy	4,058 +573	+16%	+$51.5K	0.06%	212
2025 Q1	$320K	Sell	3,485 -49	-1%	-$4.24K	0.05%	230
2024 Q4	$291K	Buy	3,534 +288	+9%	+$25.3K	0.04%	245
2024 Q3	$293K	Buy	3,246 +119	+4%	+$10.2K	0.04%	240
2024 Q2	$243K	Hold	3,127	–	–	0.03%	252
2024 Q1	$224K	Hold	3,127	–	–	0.03%	239
2023 Q4	$219K	Buy	+3,127	New	+$215K	0.03%	222
2022 Q3	–	Sell	-3,172	Closed	-$226K	–	288
2022 Q2	$226K	Buy	+3,172	New	+$233K	0.04%	233
2016 Q2	–	Sell	-28,791	Closed	-$1.49M	–	328
2016 Q1	$1.49M	Sell	28,791 -57,415	-67%	-$2.8M	0.28%	87
2015 Q4	$4.03M	Buy	+86,206	New	+$3.91M	0.69%	42

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

Stanley-Laman Group's SO Position: Q2 2026 in Review

Stanley-Laman Group opened a new position in Southern Company (SO) in Q2 2026: 4,797 shares worth $459K. The stake represents 0.05% of the portfolio and ranks #242 among its holdings. This is a return to the name: Stanley-Laman Group previously reported a position in SO as recently as Q2 2025.

Stanley-Laman Group first reported a position in SO in Q4 2015 and has held it in 11 quarters since. The position peaked at $4.03M in Q4 2015. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Stanley-Laman Group held 4,797 shares of Southern Company worth $459K as of Q2 2026.
Southern Company was a new Stanley-Laman Group position in Q2 2026.
Southern Company made up 0.05% of Stanley-Laman Group's portfolio in Q2 2026, its #242 holding.
Stanley-Laman Group first reported a position in Southern Company in Q4 2015 and has held it in 11 quarters since.
Stanley-Laman Group's Southern Company position peaked at $4.03M in Q4 2015.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.