Steph & Co’s Southern Company SO Stock Holding History

Steph & Co’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	$13.4K	Hold	140	–	–	﹤0.01%	249
2026 Q1	$13.5K	Hold	140	–	–	﹤0.01%	270
2025 Q4	$12.2K	Hold	140	–	–	﹤0.01%	274
2025 Q3	$13.3K	Hold	140	–	–	﹤0.01%	285
2025 Q2	$12.9K	Hold	140	–	–	﹤0.01%	261
2025 Q1	$12.9K	Hold	140	–	–	﹤0.01%	232
2024 Q4	$11.5K	Hold	140	–	–	﹤0.01%	235
2024 Q3	$12.6K	Hold	140	–	–	﹤0.01%	253
2024 Q2	$10.9K	Hold	140	–	–	﹤0.01%	239
2024 Q1	$10K	Hold	140	–	–	﹤0.01%	259
2023 Q4	$9.82K	Hold	140	–	–	﹤0.01%	220
2023 Q3	$9.06K	Hold	140	–	–	0.01%	252
2023 Q2	$9.84K	Hold	140	–	–	0.01%	219
2023 Q1	$9.74K	Hold	140	–	–	0.01%	214
2022 Q4	$10K	Hold	140	–	–	0.01%	217
2022 Q3	$10K	Hold	140	–	–	0.01%	206
2022 Q2	$10K	Hold	140	–	–	0.01%	207
2022 Q1	$10K	Hold	140	–	–	0.01%	270
2021 Q4	$10K	Hold	140	–	–	0.01%	284
2021 Q3	$9K	Hold	140	–	–	0.01%	251
2021 Q2	$8K	Hold	140	–	–	0.01%	219
2021 Q1	$9K	Hold	140	–	–	0.01%	217
2020 Q4	$9K	Hold	140	–	–	0.01%	216
2020 Q3	$8K	Buy	+140	New	+$7.48K	0.01%	210
2020 Q2	–	Sell	-100	Closed	-$5K	–	264
2020 Q1	$5K	Sell	100 -724	-88%	-$45.9K	0.01%	231
2019 Q4	$52K	Buy	+824	New	+$51.1K	0.04%	170

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

Steph & Co's SO Position: Q2 2026 in Review

Steph & Co held its Southern Company (SO) position steady in Q2 2026 at 140 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Steph & Co first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $52K in Q4 2019. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Steph & Co held 140 shares of Southern Company worth $13.4K as of Q2 2026.
Steph & Co left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Steph & Co's portfolio in Q2 2026, its #249 holding.
Steph & Co first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
Steph & Co's Southern Company position peaked at $52K in Q4 2019.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.