Tranquility Partners’s Southern Company SO Stock Holding History

Tranquility 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	$480K	Hold	5,012	–	–	0.16%	147
2026 Q1	$484K	Buy	5,012 +347	+7%	+$32.1K	0.18%	129
2025 Q4	$407K	Hold	4,665	–	–	0.15%	146
2025 Q3	$442K	Sell	4,665 -89	-2%	-$8.31K	0.15%	150
2025 Q2	$437K	Buy	4,754 +25	+0.5%	+$2.25K	0.16%	147
2025 Q1	$435K	Sell	4,729 -3	-0.1%	-$260	0.17%	140
2024 Q4	$390K	Sell	4,732 -14	-0.3%	-$1.23K	0.15%	150
2024 Q3	$428K	Hold	4,746	–	–	0.16%	144
2024 Q2	$368K	Hold	4,746	–	–	0.14%	156
2024 Q1	$340K	Buy	4,746 +48	+1%	+$3.31K	0.13%	161
2023 Q4	$329K	Buy	4,698 +48	+1%	+$3.3K	0.14%	149
2023 Q3	$301K	Buy	4,650 +112	+2%	+$7.77K	0.13%	162
2023 Q2	$319K	Buy	4,538 +10	+0.2%	+$717	0.14%	158
2023 Q1	$315K	Buy	4,528 +144	+3%	+$9.7K	0.15%	150
2022 Q4	$313K	Hold	4,384	–	–	0.16%	140
2022 Q3	$298K	Hold	4,384	–	–	0.17%	135
2022 Q2	$313K	Hold	4,384	–	–	0.16%	148
2022 Q1	$318K	Buy	4,384 +1,366	+45%	+$92.5K	0.15%	149
2021 Q4	$207K	Sell	3,018 -1,600	-35%	-$102K	0.1%	202
2021 Q3	$286K	Buy	+4,618	New	+$297K	0.15%	165

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

Tranquility Partners's SO Position: Q2 2026 in Review

Tranquility Partners held its Southern Company (SO) position steady in Q2 2026 at 5,012 shares worth $480K. The position accounts for 0.16% of the portfolio, ranked #147.

Tranquility Partners first reported a position in SO in Q3 2021 and has held it in 20 quarters since. The position peaked at $484K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Tranquility Partners held 5,012 shares of Southern Company worth $480K as of Q2 2026.
Tranquility Partners left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.16% of Tranquility Partners's portfolio in Q2 2026, its #147 holding.
Tranquility Partners first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
Tranquility Partners's Southern Company position peaked at $484K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.