Stonebridge Financial Group (Pennsylvania)’s Southern Company SO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$3.72M	Buy	38,848 +1,967	+5%	+$185K	0.28%	86
2026 Q1	$3.56M	Buy	36,881 +1,228	+3%	+$114K	0.29%	85
2025 Q4	$3.11M	Buy	35,653 +1,346	+4%	+$123K	0.27%	87
2025 Q3	$3.25M	Buy	34,307 +299	+0.9%	+$27.9K	0.29%	85
2025 Q2	$3.12M	Buy	34,008 +351	+1%	+$31.5K	0.3%	86
2025 Q1	$3.09M	Buy	33,657 +14,513	+76%	+$1.26M	0.33%	78
2024 Q4	$1.58M	Buy	+19,144	New	+$1.68M	0.17%	96

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Southern Company (SO) stake by 5.3% in Q2 2026, buying an estimated $185K and bringing the position to 38,848 shares worth $3.72M. The position accounts for 0.28% of the portfolio, ranked #86.

Stonebridge Financial Group (Pennsylvania) first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,055 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 38,848 shares of Southern Company worth $3.72M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 1,967 Southern Company shares in Q2 2026, an estimated $185K.
Southern Company made up 0.28% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #86 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
2,055 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.