Tortoise Capital Advisors’s Southern Company SO Stock Holding History

Tortoise 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	–	Sell	-42,495	Closed	-$4.1M	–	96
2026 Q1	$4.1M	Buy	42,495 +1,103	+3%	+$102K	0.04%	69
2025 Q4	$3.61M	Buy	41,392 +2,762	+7%	+$252K	0.05%	59
2025 Q3	$3.66M	Sell	38,630 -544	-1%	-$50.8K	0.05%	49
2025 Q2	$3.6M	Buy	+39,174	New	+$3.52M	0.05%	48
2024 Q4	–	Sell	-120,916	Closed	-$10.9M	–	74
2024 Q3	$10.9M	Sell	120,916 -39	-0%	-$3.33K	0.14%	55
2024 Q2	$9.38M	Sell	120,955 -15,751	-12%	-$1.19M	0.12%	57
2024 Q1	$9.81M	Buy	136,706 +21,139	+18%	+$1.46M	0.14%	55
2023 Q4	$8.1M	Buy	115,567 +10,538	+10%	+$724K	0.13%	57
2023 Q3	$6.8M	Buy	105,029 +14,688	+16%	+$1.02M	0.1%	57
2023 Q2	$6.35M	Buy	+90,341	New	+$6.48M	0.1%	62
2013 Q3	–	Sell	-11	Closed	–	–	112
2013 Q2	$0	Buy	+11	New	+$506	﹤0.01%	116

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Tortoise Capital Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 42,495 shares — an estimated $4.1M sold.

Tortoise Capital Advisors first reported a position in SO in Q2 2013 and held it in 11 quarters. The position peaked at $10.9M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Tortoise Capital Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Tortoise Capital Advisors sold 42,495 Southern Company shares in Q2 2026, an estimated $4.1M.
Tortoise Capital Advisors first reported a position in Southern Company in Q2 2013 and held it in 11 quarters.
Tortoise Capital Advisors's Southern Company position peaked at $10.9M in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.