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AMI Asset Management’s Southern Company SO Stock Holding History

AMI Asset Management’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 		$1.03M Buy
10,769
+221
+2% +$20.8K 0.06% 55
2026
Q1 		$1.02M Sell
10,548
-165
-2% -$15.3K 0.07% 52
2025
Q4 		$934K Sell
10,713
-352
-3% -$32.1K 0.05% 61
2025
Q3 		$1.05M Sell
11,065
-107
-1% -$9.99K 0.06% 57
2025
Q2 		$1.03M Sell
11,172
-73
-0.6% -$6.56K 0.06% 50
2025
Q1 		$1.03M Sell
11,245
-220
-2% -$19K 0.06% 65
2024
Q4 		$944K Sell
11,465
-314
-3% -$27.5K 0.05% 75
2024
Q3 		$1.06M Sell
11,779
-23
-0.2% -$1.97K 0.06% 67
2024
Q2 		$915K Sell
11,802
-35
-0.3% -$2.65K 0.05% 74
2024
Q1 		$849K Buy
+11,837
New +$817K 0.04% 77

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

AMI Asset Management's SO Position: Q2 2026 in Review

AMI Asset Management increased its Southern Company (SO) stake by 2.1% in Q2 2026, buying an estimated $20.8K and bringing the position to 10,769 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #55.

AMI Asset Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AMI Asset Management held 10,769 shares of Southern Company worth $1.03M as of Q2 2026.
  • AMI Asset Management bought 221 Southern Company shares in Q2 2026, an estimated $20.8K.
  • Southern Company made up 0.06% of AMI Asset Management's portfolio in Q2 2026, its #55 holding.
  • AMI Asset Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • AMI Asset Management's Southern Company position peaked at $1.06M in Q3 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.