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Stonebrook Private’s Southern Company SO Stock Holding History

Stonebrook Private’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 		$219K Sell
2,284
-22
-1% -$2.07K 0.04% 238
2026
Q1 		$223K Sell
2,306
-169
-7% -$15.6K 0.05% 202
2025
Q4 		$216K Buy
2,475
+26
+1% +$2.37K 0.05% 187
2025
Q3 		$232K Buy
2,449
+199
+9% +$18.6K 0.05% 184
2025
Q2 		$207K Buy
+2,250
New +$202K 0.05% 190

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

Stonebrook Private's SO Position: Q2 2026 in Review

Stonebrook Private reduced its Southern Company (SO) stake by 0.95% in Q2 2026, selling an estimated $2.07K and leaving 2,284 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #238.

Stonebrook Private first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $232K in Q3 2025. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Stonebrook Private held 2,284 shares of Southern Company worth $219K as of Q2 2026.
  • Stonebrook Private sold 22 Southern Company shares in Q2 2026, an estimated $2.07K.
  • Southern Company made up 0.04% of Stonebrook Private's portfolio in Q2 2026, its #238 holding.
  • Stonebrook Private first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Stonebrook Private's Southern Company position peaked at $232K in Q3 2025.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.