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West Branch Capital’s Southern Company SO Stock Holding History

West Branch Capital’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 		$14.9K Buy
156
+66
+73% +$6.21K ﹤0.01% 213
2026
Q1 		$8.69K Sell
90
-115
-56% -$10.6K ﹤0.01% 239
2025
Q4 		$17.9K Sell
205
-30
-13% -$2.74K ﹤0.01% 203
2025
Q3 		$22.3K Sell
235
-238
-50% -$22.2K 0.01% 199
2025
Q2 		$43.4K Sell
473
-143
-23% -$12.8K 0.01% 153
2025
Q1 		$56.6K Buy
616
+115
+23% +$9.96K 0.02% 146
2024
Q4 		$41.2K Hold
501
– – 0.01% 163
2024
Q3 		$45.2K Buy
501
+129
+35% +$11K 0.02% 164
2024
Q2 		$28.9K Hold
372
– – 0.01% 195
2024
Q1 		$26.7K Sell
372
-412
-53% -$28.4K 0.01% 210
2023
Q4 		$55K Sell
784
-97
-11% -$6.66K 0.03% 152
2023
Q3 		$57K Hold
881
– – 0.03% 151
2023
Q2 		$61.9K Hold
881
– – 0.03% 147
2023
Q1 		$61.3K Sell
881
-61
-6% -$4.11K 0.03% 152
2022
Q4 		$67.3K Hold
942
– – 0.04% 141
2022
Q3 		$64K Hold
942
– – 0.04% 153
2022
Q2 		$67K Buy
942
+61
+7% +$4.48K 0.04% 155
2022
Q1 		$64K Sell
881
-141
-14% -$9.55K 0.03% 169
2021
Q4 		$70K Buy
1,022
+100
+11% +$6.38K 0.03% 176
2021
Q3 		$57K Hold
922
– – 0.03% 183
2021
Q2 		$56K Buy
+922
New +$59K 0.03% 188

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 $3.37T AUM 44.26% 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

West Branch Capital's SO Position: Q2 2026 in Review

West Branch Capital increased its Southern Company (SO) stake by 73% in Q2 2026, buying an estimated $6.21K and bringing the position to 156 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

West Branch Capital first reported a position in SO in Q2 2021 and has held it in 21 quarters since. The position peaked at $70K in Q4 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • West Branch Capital held 156 shares of Southern Company worth $14.9K as of Q2 2026.
  • West Branch Capital bought 66 Southern Company shares in Q2 2026, an estimated $6.21K.
  • Southern Company made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #213 holding.
  • West Branch Capital first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Southern Company position peaked at $70K in Q4 2021.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.