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Strathmore Capital Advisors’s Southern Company SO Stock Holding History

Strathmore Capital Advisors’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 		$284K Buy
3,027
+82
+3% +$7.72K 0.08% 118
2026
Q1 		$275K Buy
2,945
+128
+5% +$11.8K 0.08% 118
2025
Q4 		$246K Sell
2,817
-56
-2% -$5.11K 0.08% 107
2025
Q3 		$272K Sell
2,873
-382
-12% -$35.7K 0.11% 95
2025
Q2 		$299K Buy
+3,255
New +$292K 0.13% 91
2024
Q4 		$279K Buy
+3,386
New +$297K 0.2% 32

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 $3.38T AUM 44.17% 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

Strathmore Capital Advisors's SO Position: Q2 2026 in Review

Strathmore Capital Advisors increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $7.72K and bringing the position to 3,027 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #118.

Strathmore Capital Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q2 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Strathmore Capital Advisors held 3,027 shares of Southern Company worth $284K as of Q2 2026.
  • Strathmore Capital Advisors bought 82 Southern Company shares in Q2 2026, an estimated $7.72K.
  • Southern Company made up 0.08% of Strathmore Capital Advisors's portfolio in Q2 2026, its #118 holding.
  • Strathmore Capital Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Strathmore Capital Advisors's Southern Company position peaked at $299K in Q2 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.