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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stonebrook Private's SO Position: Q1 2026 in Review

Stonebrook Private reduced its Southern Company (SO) stake by 6.8% in Q1 2026, selling an estimated $15.6K and leaving 2,306 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #202.

Stonebrook Private first reported a position in SO in Q2 2025 and has held it in 4 quarters since. The position peaked at $232K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Stonebrook Private held 2,306 shares of Southern Company worth $223K as of Q1 2026.
  • Stonebrook Private sold 169 Southern Company shares in Q1 2026, an estimated $15.6K.
  • Southern Company made up 0.05% of Stonebrook Private's portfolio in Q1 2026, its #202 holding.
  • Stonebrook Private first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • Stonebrook Private's Southern Company position peaked at $232K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.