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AM Investment Strategies’s Southern Company SO Stock Holding History

AM Investment Strategies’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 		$9.35M Sell
97,708
-163
-0.2% -$15.3K 1.8% 15
2026
Q1 		$9.45M Buy
97,871
+27
+0% +$2.5K 2.08% 12
2025
Q4 		$8.53M Sell
97,844
-1,573
-2% -$144K 1.77% 15
2025
Q3 		$9.42M Buy
99,417
+579
+0.6% +$54.1K 2.05% 13
2025
Q2 		$9.08M Buy
98,838
+1,058
+1% +$95K 2.14% 14
2025
Q1 		$8.99M Buy
97,780
+8,339
+9% +$722K 2.18% 10
2024
Q4 		$7.36M Buy
89,441
+8,261
+10% +$725K 1.79% 13
2024
Q3 		$7.32M Sell
81,180
-708
-0.9% -$60.5K 1.78% 11
2024
Q2 		$6.35M Buy
81,888
+233
+0.3% +$17.7K 1.57% 13
2024
Q1 		$5.86M Buy
81,655
+14,354
+21% +$991K 1.49% 13
2023
Q4 		$4.72M Buy
67,301
+206
+0.3% +$14.1K 1.33% 15
2023
Q3 		$4.34M Buy
67,095
+51,333
+326% +$3.56M 1.41% 13
2023
Q2 		$1.11M Buy
15,762
+355
+2% +$25.5K 0.35% 42
2023
Q1 		$1.07M Buy
15,407
+1,058
+7% +$71.2K 0.37% 41
2022
Q4 		$1.02M Buy
14,349
+53
+0.4% +$3.54K 0.37% 42
2022
Q3 		$972K Buy
14,296
+446
+3% +$33.8K 0.36% 41
2022
Q2 		$988K Buy
13,850
+47
+0.3% +$3.45K 0.35% 44
2022
Q1 		$1M Buy
13,803
+329
+2% +$22.3K 0.27% 47
2021
Q4 		$924K Buy
13,474
+215
+2% +$13.7K 0.22% 53
2021
Q3 		$822K Buy
13,259
+1
+0% +$64 0.22% 56
2021
Q2 		$802K Buy
13,258
+52
+0.4% +$3.33K 0.21% 55
2021
Q1 		$821K Sell
13,206
-322
-2% -$19.3K 0.23% 52
2020
Q4 		$831K Buy
13,528
+803
+6% +$48.3K 0.26% 49
2020
Q3 		$690K Buy
+12,725
New +$680K 0.24% 49

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

AM Investment Strategies's SO Position: Q2 2026 in Review

AM Investment Strategies reduced its Southern Company (SO) stake by 0.17% in Q2 2026, selling an estimated $15.3K and leaving 97,708 shares worth $9.35M. The position accounts for 1.8% of the portfolio, ranked #15.

AM Investment Strategies first reported a position in SO in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.45M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AM Investment Strategies held 97,708 shares of Southern Company worth $9.35M as of Q2 2026.
  • AM Investment Strategies sold 163 Southern Company shares in Q2 2026, an estimated $15.3K.
  • Southern Company made up 1.8% of AM Investment Strategies's portfolio in Q2 2026, its #15 holding.
  • AM Investment Strategies first reported a position in Southern Company in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Southern Company position peaked at $9.45M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.