Strategic Blueprint
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Strategic Blueprint’s Southern Company SO Stock Holding History

Strategic Blueprint’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
Q3 		$920K Buy
11,098
+210
+2% +$19.1K 0.05% 332
2026
Q2 		$1.04M Buy
10,888
+239
+2% +$22.5K 0.05% 300
2026
Q1 		$1.03M Sell
10,649
-91
-0.8% -$8.42K 0.06% 274
2025
Q4 		$937K Sell
10,740
-7,087
-40% -$647K 0.06% 279
2025
Q3 		$1.69M Buy
17,827
+153
+0.9% +$14.3K 0.07% 234
2025
Q2 		$1.62M Buy
17,674
+1,037
+6% +$93.1K 0.08% 223
2025
Q1 		$1.53M Buy
16,637
+870
+6% +$75.3K 0.08% 207
2024
Q4 		$1.3M Buy
15,767
+212
+1% +$18.6K 0.08% 216
2024
Q3 		$1.4M Sell
15,555
-1,476
-9% -$126K 0.09% 196
2024
Q2 		$1.32M Sell
17,031
-1,513
-8% -$115K 0.09% 202
2024
Q1 		$1.33M Buy
18,544
+905
+5% +$62.5K 0.09% 198
2023
Q4 		$1.24M Sell
17,639
-6,144
-26% -$422K 0.1% 193
2023
Q3 		$1.54M Buy
23,783
+1,212
+5% +$84.1K 0.14% 147
2023
Q2 		$1.59M Buy
22,571
+233
+1% +$16.7K 0.15% 138
2023
Q1 		$1.55M Buy
22,338
+1,855
+9% +$125K 0.16% 141
2022
Q4 		$1.46M Buy
20,483
+7,772
+61% +$520K 0.17% 141
2022
Q3 		$864K Sell
12,711
-7,853
-38% -$595K 0.1% 202
2022
Q2 		$1.47M Buy
20,564
+1,612
+9% +$118K 0.18% 131
2022
Q1 		$1.37M Buy
18,952
+6,166
+48% +$418K 0.16% 133
2021
Q4 		$877K Sell
12,786
-1,755
-12% -$112K 0.11% 189
2021
Q3 		$901K Buy
14,541
+1,135
+8% +$73.1K 0.14% 153
2021
Q2 		$811K Buy
13,406
+74
+0.6% +$4.73K 0.13% 160
2021
Q1 		$829K Sell
13,332
-16,313
-55% -$977K 0.18% 122
2020
Q4 		$1.82M Buy
29,645
+7,140
+32% +$429K 0.46% 50
2020
Q3 		$1.22M Buy
22,505
+9,131
+68% +$488K 0.38% 63
2020
Q2 		$693K Buy
+13,374
New +$743K 0.24% 83
2019
Q4 		– Sell
-600
Closed -$37K – 366
2019
Q3 		$37K Buy
+600
New +$34.8K 0.03% 177

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Strategic Blueprint's SO Position: Q3 2026 in Review

Strategic Blueprint increased its Southern Company (SO) stake by 1.9% in Q3 2026, buying an estimated $19.1K and bringing the position to 11,098 shares worth $920K. The position accounts for 0.05% of the portfolio, ranked #332.

Strategic Blueprint first reported a position in SO in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q4 2020. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Strategic Blueprint held 11,098 shares of Southern Company worth $920K as of Q3 2026.
  • Strategic Blueprint bought 210 Southern Company shares in Q3 2026, an estimated $19.1K.
  • Southern Company made up 0.05% of Strategic Blueprint's portfolio in Q3 2026, its #332 holding.
  • Strategic Blueprint first reported a position in Southern Company in Q3 2019 and has held it in 27 quarters since.
  • Strategic Blueprint's Southern Company position peaked at $1.82M in Q4 2020.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.