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Stiles Financial Services’s Southern Company SO Stock Holding History

Stiles Financial Services’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 		$1.5M Sell
15,717
-194
-1% -$18.3K 0.38% 67
2026
Q1 		$1.54M Buy
15,911
+244
+2% +$22.6K 0.47% 60
2025
Q4 		$1.37M Buy
15,667
+442
+3% +$40.4K 0.42% 64
2025
Q3 		$1.44M Buy
15,225
+1,404
+10% +$131K 0.46% 69
2025
Q2 		$1.27M Buy
13,821
+1,038
+8% +$93.2K 0.44% 70
2025
Q1 		$1.18M Buy
12,783
+85
+0.7% +$7.36K 0.45% 69
2024
Q4 		$1.05M Buy
12,698
+1,371
+12% +$120K 0.38% 78
2024
Q3 		$1.02M Buy
11,327
+1,218
+12% +$104K 0.36% 80
2024
Q2 		$784K Buy
10,109
+494
+5% +$37.4K 0.3% 82
2024
Q1 		$690K Buy
9,615
+2,408
+33% +$166K 0.28% 88
2023
Q4 		$505K Buy
7,207
+1,411
+24% +$96.9K 0.23% 103
2023
Q3 		$375K Buy
5,796
+1,362
+31% +$94.5K 0.19% 116
2023
Q2 		$311K Sell
4,434
-143
-3% -$10.3K 0.15% 135
2023
Q1 		$318K Buy
4,577
+41
+0.9% +$2.76K 0.17% 134
2022
Q4 		$324K Buy
4,536
+468
+12% +$31.3K 0.19% 126
2022
Q3 		$277K Buy
4,068
+131
+3% +$9.92K 0.17% 132
2022
Q2 		$281K Buy
3,937
+33
+0.8% +$2.42K 0.17% 134
2022
Q1 		$283K Buy
3,904
+36
+0.9% +$2.44K 0.14% 137
2021
Q4 		$265K Buy
+3,868
New +$247K 0.13% 150

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stiles Financial Services's SO Position: Q2 2026 in Review

Stiles Financial Services reduced its Southern Company (SO) stake by 1.2% in Q2 2026, selling an estimated $18.3K and leaving 15,717 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #67.

Stiles Financial Services first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Stiles Financial Services held 15,717 shares of Southern Company worth $1.5M as of Q2 2026.
  • Stiles Financial Services sold 194 Southern Company shares in Q2 2026, an estimated $18.3K.
  • Southern Company made up 0.38% of Stiles Financial Services's portfolio in Q2 2026, its #67 holding.
  • Stiles Financial Services first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Southern Company position peaked at $1.54M in Q1 2026.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.