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Xponance’s Southern Company SO Stock Holding History

Xponance’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 		$19.4M Buy
202,934
+5,371
+3% +$506K 0.12% 127
2026
Q1 		$19.1M Buy
197,563
+25,176
+15% +$2.33M 0.14% 124
2025
Q4 		$15M Buy
172,387
+9,361
+6% +$855K 0.11% 142
2025
Q3 		$15.4M Sell
163,026
-10,791
-6% -$1.01M 0.12% 129
2025
Q2 		$16M Buy
173,817
+16,834
+11% +$1.51M 0.13% 126
2025
Q1 		$14.4M Buy
156,983
+2,446
+2% +$212K 0.14% 119
2024
Q4 		$12.7M Buy
154,537
+5,618
+4% +$493K 0.12% 136
2024
Q3 		$13.4M Buy
148,919
+3,069
+2% +$262K 0.13% 129
2024
Q2 		$11.3M Sell
145,850
-533
-0.4% -$40.4K 0.12% 134
2024
Q1 		$10.5M Buy
146,383
+7,988
+6% +$551K 0.11% 155
2023
Q4 		$9.7M Buy
138,395
+8,662
+7% +$595K 0.12% 149
2023
Q3 		$8.4M Buy
129,733
+1,021
+0.8% +$70.9K 0.11% 152
2023
Q2 		$9.04M Sell
128,712
-388
-0.3% -$27.8K 0.12% 142
2023
Q1 		$8.98M Buy
129,100
+4,194
+3% +$282K 0.13% 139
2022
Q4 		$8.92M Buy
124,906
+24,288
+24% +$1.62M 0.14% 134
2022
Q3 		$6.84M Buy
100,618
+17,221
+21% +$1.3M 0.13% 138
2022
Q2 		$5.95M Buy
83,397
+14,846
+22% +$1.09M 0.12% 148
2022
Q1 		$4.97M Buy
68,551
+2,118
+3% +$143K 0.08% 201
2021
Q4 		$4.56M Buy
66,433
+12,924
+24% +$824K 0.07% 222
2021
Q3 		$3.32M Sell
53,509
-5,039
-9% -$324K 0.06% 245
2021
Q2 		$3.54M Buy
58,548
+13,519
+30% +$865K 0.07% 242
2021
Q1 		$2.8M Sell
45,029
-45,700
-50% -$2.74M 0.06% 261
2020
Q4 		$5.57M Buy
90,729
+1,055
+1% +$63.4K 0.12% 144
2020
Q3 		$4.86M Sell
89,674
-10,549
-11% -$564K 0.12% 153
2020
Q2 		$5.2M Buy
+100,223
New +$5.57M 0.13% 150

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

Xponance's SO Position: Q2 2026 in Review

Xponance increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $506K and bringing the position to 202,934 shares worth $19.4M. The position accounts for 0.12% of the portfolio, ranked #127.

Xponance first reported a position in SO in Q2 2020 and has held it in 25 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Xponance held 202,934 shares of Southern Company worth $19.4M as of Q2 2026.
  • Xponance bought 5,371 Southern Company shares in Q2 2026, an estimated $506K.
  • Southern Company made up 0.12% of Xponance's portfolio in Q2 2026, its #127 holding.
  • Xponance first reported a position in Southern Company in Q2 2020 and has held it in 25 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.