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Altshuler Shaham’s Southern Company SO Stock Holding History

Altshuler Shaham’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 		$2.1M Buy
21,918
+2,275
+12% +$214K 0.03% 99
2026
Q1 		$1.9M Buy
19,643
+2,376
+14% +$220K 0.03% 93
2025
Q4 		$1.51M Buy
17,267
+1,349
+8% +$123K 0.02% 80
2025
Q3 		$1.51M Buy
15,918
+4,726
+42% +$441K 0.02% 68
2025
Q2 		$1.03M Buy
11,192
+7,178
+179% +$645K 0.03% 76
2025
Q1 		$369K Buy
4,014
+2,491
+164% +$216K 0.01% 101
2024
Q4 		$125K Buy
+1,523
New +$134K ﹤0.01% 115
2024
Q2 		– Sell
-352
Closed -$25.3K – 352
2024
Q1 		$25.3K Buy
+352
New +$24.3K ﹤0.01% 159
2023
Q2 		– Sell
-641
Closed -$44.6K – 389
2023
Q1 		$44.6K Sell
641
-40
-6% -$2.69K ﹤0.01% 187
2022
Q4 		$48.6K Sell
681
-41
-6% -$2.74K ﹤0.01% 217
2022
Q3 		$50K Sell
722
-104
-13% -$7.88K ﹤0.01% 220
2022
Q2 		$59K Sell
826
-135
-14% -$9.91K ﹤0.01% 218
2022
Q1 		$70K Sell
961
-170
-15% -$11.5K ﹤0.01% 316
2021
Q4 		$78K Buy
1,131
+14
+1% +$893 ﹤0.01% 346
2021
Q3 		$70K Buy
1,117
+53
+5% +$3.41K ﹤0.01% 357
2021
Q2 		$64K Buy
+1,064
New +$68K ﹤0.01% 401
2020
Q2 		– Sell
-114
Closed -$6K – 541
2020
Q1 		$6K Sell
114
-3,870
-97% -$245K ﹤0.01% 341
2019
Q4 		$254K Buy
3,984
+376
+10% +$23.3K 0.01% 129
2019
Q3 		$223K Buy
3,608
+1,934
+116% +$112K 0.01% 127
2019
Q2 		$93K Buy
+1,674
New +$89.6K ﹤0.01% 148
2018
Q3 		– Sell
-85
Closed -$4K – 289
2018
Q2 		$4K Sell
85
-308
-78% -$13.8K ﹤0.01% 198
2018
Q1 		$18K Buy
393
+22
+6% +$977 ﹤0.01% 144
2017
Q4 		$18K Buy
+371
New +$18.9K ﹤0.01% 143

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

Altshuler Shaham's SO Position: Q2 2026 in Review

Altshuler Shaham increased its Southern Company (SO) stake by 12% in Q2 2026, buying an estimated $214K and bringing the position to 21,918 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #99.

Altshuler Shaham first reported a position in SO in Q4 2017 and has held it in 23 quarters since. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Altshuler Shaham held 21,918 shares of Southern Company worth $2.1M as of Q2 2026.
  • Altshuler Shaham bought 2,275 Southern Company shares in Q2 2026, an estimated $214K.
  • Southern Company made up 0.03% of Altshuler Shaham's portfolio in Q2 2026, its #99 holding.
  • Altshuler Shaham first reported a position in Southern Company in Q4 2017 and has held it in 23 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.