XF
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XML Financial’s Southern Company SO Stock Holding History

XML Financial’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 		$1.29M Sell
13,443
-2,256
-14% -$212K 0.09% 166
2026
Q1 		$1.52M Sell
15,699
-351
-2% -$32.5K 0.12% 150
2025
Q4 		$1.4M Sell
16,050
-1,083
-6% -$98.9K 0.11% 151
2025
Q3 		$1.62M Buy
17,133
+567
+3% +$52.9K 0.13% 144
2025
Q2 		$1.52M Buy
16,566
+590
+4% +$53K 0.13% 141
2025
Q1 		$1.47M Buy
15,976
+661
+4% +$57.2K 0.14% 137
2024
Q4 		$1.26M Buy
15,315
+1,066
+7% +$93.5K 0.12% 153
2024
Q3 		$1.28M Buy
14,249
+1,113
+8% +$95.1K 0.12% 149
2024
Q2 		$1.02M Sell
13,136
-607
-4% -$46K 0.1% 162
2024
Q1 		$986K Buy
13,743
+473
+4% +$32.7K 0.1% 167
2023
Q4 		$931K Buy
13,270
+3,801
+40% +$261K 0.1% 164
2023
Q3 		$613K Buy
9,469
+829
+10% +$57.5K 0.07% 187
2023
Q2 		$607K Buy
8,640
+135
+2% +$9.68K 0.07% 196
2023
Q1 		$592K Buy
8,505
+1,781
+26% +$120K 0.07% 197
2022
Q4 		$480K Buy
6,724
+1,059
+19% +$70.8K 0.06% 206
2022
Q3 		$385K Buy
+5,665
New +$429K 0.05% 218
2022
Q2 		– Sell
-5,904
Closed -$428K – 323
2022
Q1 		$428K Buy
5,904
+205
+4% +$13.9K 0.05% 225
2021
Q4 		$391K Buy
5,699
+671
+13% +$42.8K 0.05% 235
2021
Q3 		$312K Buy
+5,028
New +$324K 0.04% 246

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

XML Financial's SO Position: Q2 2026 in Review

XML Financial reduced its Southern Company (SO) stake by 14% in Q2 2026, selling an estimated $212K and leaving 13,443 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #166.

XML Financial first reported a position in SO in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • XML Financial held 13,443 shares of Southern Company worth $1.29M as of Q2 2026.
  • XML Financial sold 2,256 Southern Company shares in Q2 2026, an estimated $212K.
  • Southern Company made up 0.09% of XML Financial's portfolio in Q2 2026, its #166 holding.
  • XML Financial first reported a position in Southern Company in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Southern Company position peaked at $1.62M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.