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Strategic Advocates’s Southern Company SO Stock Holding History

Strategic Advocates’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 		$11.1K Buy
116
+69
+147% +$6.5K 0.04% 156
2026
Q1 		$4.54K Sell
47
-106
-69% -$9.81K 0.02% 184
2025
Q4 		$13.4K Hold
153
– – ﹤0.01% 342
2025
Q3 		$14.5K Buy
+153
New +$14.3K ﹤0.01% 324

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

Strategic Advocates's SO Position: Q2 2026 in Review

Strategic Advocates increased its Southern Company (SO) stake by 147% in Q2 2026, buying an estimated $6.5K and bringing the position to 116 shares worth $11.1K. The position accounts for 0.04% of the portfolio, ranked #156.

Strategic Advocates first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.5K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Strategic Advocates held 116 shares of Southern Company worth $11.1K as of Q2 2026.
  • Strategic Advocates bought 69 Southern Company shares in Q2 2026, an estimated $6.5K.
  • Southern Company made up 0.04% of Strategic Advocates's portfolio in Q2 2026, its #156 holding.
  • Strategic Advocates first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Strategic Advocates's Southern Company position peaked at $14.5K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.