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Valley Brook Capital Group’s Southern Company SO Stock Holding History

Valley Brook Capital Group’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 		$828K Buy
8,654
+203
+2% +$19.1K 0.47% 54
2026
Q1 		$816K Buy
8,451
+337
+4% +$31.2K 0.55% 50
2025
Q4 		$708K Sell
8,114
-297
-4% -$27.1K 0.47% 53
2025
Q3 		$797K Buy
8,411
+2
+0% +$187 0.54% 47
2025
Q2 		$772K Buy
8,409
+52
+0.6% +$4.67K 0.58% 45
2025
Q1 		$768K Buy
8,357
+53
+0.6% +$4.59K 0.6% 44
2024
Q4 		$684K Sell
8,304
-348
-4% -$30.5K 0.51% 54
2024
Q3 		$780K Buy
8,652
+2
+0% +$171 0.56% 50
2024
Q2 		$671K Buy
8,650
+2
+0% +$152 0.52% 52
2024
Q1 		$620K Sell
8,648
-672
-7% -$46.4K 0.5% 53
2023
Q4 		$654K Sell
9,320
-1,023
-10% -$70.3K 0.57% 52
2023
Q3 		$669K Sell
10,343
-97
-0.9% -$6.73K 0.66% 52
2023
Q2 		$733K Sell
10,440
-23
-0.2% -$1.65K 0.68% 49
2023
Q1 		$728K Buy
10,463
+996
+11% +$67.1K 0.67% 50
2022
Q4 		$676K Buy
9,467
+2,958
+45% +$198K 0.65% 47
2022
Q3 		$442K Sell
6,509
-4
-0.1% -$303 0.48% 57
2022
Q2 		$464K Sell
6,513
-199
-3% -$14.6K 0.48% 62
2022
Q1 		$486K Buy
6,712
+2
+0% +$135 0.42% 65
2021
Q4 		$460K Buy
6,710
+351
+6% +$22.4K 0.4% 66
2021
Q3 		$394K Sell
6,359
-99
-2% -$6.37K 0.39% 69
2021
Q2 		$390K Buy
6,458
+184
+3% +$11.8K 0.37% 70
2021
Q1 		$390K Buy
6,274
+134
+2% +$8.02K 0.35% 64
2020
Q4 		$377K Buy
+6,140
New +$369K 0.37% 62

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Valley Brook Capital Group's SO Position: Q2 2026 in Review

Valley Brook Capital Group increased its Southern Company (SO) stake by 2.4% in Q2 2026, buying an estimated $19.1K and bringing the position to 8,654 shares worth $828K. The position accounts for 0.47% of the portfolio, ranked #54.

Valley Brook Capital Group first reported a position in SO in Q4 2020 and has held it in 23 quarters since. 1,442 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Valley Brook Capital Group held 8,654 shares of Southern Company worth $828K as of Q2 2026.
  • Valley Brook Capital Group bought 203 Southern Company shares in Q2 2026, an estimated $19.1K.
  • Southern Company made up 0.47% of Valley Brook Capital Group's portfolio in Q2 2026, its #54 holding.
  • Valley Brook Capital Group first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.