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Storen Legacy Partners’s Southern Company SO Stock Holding History

Storen Legacy Partners’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 		$214K Buy
2,235
+35
+2% +$3.29K 0.06% 106
2026
Q1 		$212K Buy
+2,200
New +$204K 0.07% 99

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

Storen Legacy Partners's SO Position: Q2 2026 in Review

Storen Legacy Partners increased its Southern Company (SO) stake by 1.6% in Q2 2026, buying an estimated $3.29K and bringing the position to 2,235 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #106.

Storen Legacy Partners first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Storen Legacy Partners held 2,235 shares of Southern Company worth $214K as of Q2 2026.
  • Storen Legacy Partners bought 35 Southern Company shares in Q2 2026, an estimated $3.29K.
  • Southern Company made up 0.06% of Storen Legacy Partners's portfolio in Q2 2026, its #106 holding.
  • Storen Legacy Partners first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.