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Stokes Family Office’s Southern Company SO Stock Holding History

Stokes Family Office’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 		$900K Sell
9,398
-5,801
-38% -$546K 0.1% 132
2026
Q1 		$1.47M Sell
15,199
-795
-5% -$73.5K 0.15% 107
2025
Q4 		$1.39M Buy
15,994
+115
+0.7% +$10.5K 0.13% 111
2025
Q3 		$1.5M Buy
15,879
+218
+1% +$20.4K 0.14% 109
2025
Q2 		$1.44M Sell
15,661
-193
-1% -$17.3K 0.15% 105
2025
Q1 		$1.46M Sell
15,854
-100
-0.6% -$8.66K 0.16% 104
2024
Q4 		$1.31M Buy
15,954
+87
+0.5% +$7.63K 0.14% 106
2024
Q3 		$1.43M Sell
15,867
-84
-0.5% -$7.17K 0.16% 100
2024
Q2 		$1.24M Buy
15,951
+122
+0.8% +$9.24K 0.15% 107
2024
Q1 		$1.14M Buy
15,829
+19
+0.1% +$1.31K 0.14% 108
2023
Q4 		$1.11M Sell
15,810
-3,940
-20% -$271K 0.15% 105
2023
Q3 		$1.28M Sell
19,750
-182
-0.9% -$12.6K 0.15% 112
2023
Q2 		$1.4M Buy
19,932
+544
+3% +$39K 0.16% 104
2023
Q1 		$1.35M Sell
19,388
-1,612
-8% -$109K 0.17% 102
2022
Q4 		$1.5M Buy
21,000
+4,501
+27% +$301K 0.19% 89
2022
Q3 		$1.12M Buy
16,499
+38
+0.2% +$2.88K 0.16% 100
2022
Q2 		$1.17M Buy
16,461
+248
+2% +$18.2K 0.16% 99
2022
Q1 		$1.18M Sell
16,213
-76
-0.5% -$5.15K 0.16% 90
2021
Q4 		$1.12M Buy
16,289
+2,242
+16% +$143K 0.14% 91
2021
Q3 		$871K Buy
14,047
+362
+3% +$23.3K 0.12% 106
2021
Q2 		$828K Buy
13,685
+145
+1% +$9.27K 0.12% 108
2021
Q1 		$842K Buy
13,540
+1
+0% +$60 0.13% 99
2020
Q4 		$832K Buy
13,539
+692
+5% +$41.6K 0.16% 89
2020
Q3 		$697K Buy
12,847
+247
+2% +$13.2K 0.16% 91
2020
Q2 		$653K Sell
12,600
-1,059
-8% -$58.9K 0.16% 91
2020
Q1 		$740K Buy
13,659
+123
+0.9% +$7.79K 0.2% 80
2019
Q4 		$862K Buy
+13,536
New +$839K 0.19% 80

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

Stokes Family Office's SO Position: Q2 2026 in Review

Stokes Family Office reduced its Southern Company (SO) stake by 38% in Q2 2026, selling an estimated $546K and leaving 9,398 shares worth $900K. The position accounts for 0.1% of the portfolio, ranked #132.

Stokes Family Office first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.5M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Stokes Family Office held 9,398 shares of Southern Company worth $900K as of Q2 2026.
  • Stokes Family Office sold 5,801 Southern Company shares in Q2 2026, an estimated $546K.
  • Southern Company made up 0.1% of Stokes Family Office's portfolio in Q2 2026, its #132 holding.
  • Stokes Family Office first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Southern Company position peaked at $1.5M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.