Amundi
SO icon

Amundi’s Southern Company SO Stock Holding History

Amundi’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 		$426M Buy
4,447,873
+1,123,457
+34% +$106M 0.1% 176
2026
Q1 		$321M Buy
3,324,416
+1,567,638
+89% +$145M 0.09% 209
2025
Q4 		$153M Sell
1,756,778
-417,537
-19% -$38.1M 0.04% 377
2025
Q3 		$208M Sell
2,174,315
-166,160
-7% -$15.5M 0.07% 259
2025
Q2 		$213M Buy
2,340,475
+627,779
+37% +$56.4M 0.07% 250
2025
Q1 		$159M Sell
1,712,696
-1,067,441
-38% -$92.4M 0.06% 301
2024
Q4 		$231M Buy
2,780,137
+284,022
+11% +$24.9M 0.08% 239
2024
Q3 		$223M Buy
2,496,115
+1,365,818
+121% +$117M 0.08% 233
2024
Q2 		$87.8M Buy
1,130,297
+46,335
+4% +$3.51M 0.03% 407
2024
Q1 		$76.5M Sell
1,083,962
-793,092
-42% -$54.7M 0.03% 429
2023
Q4 		$135M Sell
1,877,054
-14,637
-0.8% -$1.01M 0.06% 322
2023
Q3 		$126M Buy
1,891,691
+10
+0% +$694 0.06% 315
2023
Q2 		$133M Buy
1,891,681
+129,466
+7% +$9.28M 0.07% 309
2023
Q1 		$126M Buy
1,762,215
+73,781
+4% +$4.97M 0.07% 297
2022
Q4 		$121M Sell
1,688,434
-389,974
-19% -$26.1M 0.07% 308
2022
Q3 		$143M Buy
2,078,408
+546,456
+36% +$41.4M 0.08% 263
2022
Q2 		$110M Buy
1,531,952
+558,971
+57% +$41M 0.09% 247
2022
Q1 		$73.7M Sell
972,981
-282,861
-23% -$19.2M 0.05% 371
2021
Q4 		$85.8M Sell
1,255,842
-624,160
-33% -$39.8M 0.05% 355
2021
Q3 		$117M Buy
1,880,002
+1,267,540
+207% +$81.6M 0.08% 263
2021
Q2 		$37.1M Buy
+612,462
New +$39.2M 0.03% 517

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

Amundi's SO Position: Q2 2026 in Review

Amundi increased its Southern Company (SO) stake by 34% in Q2 2026, buying an estimated $106M and bringing the position to 4,447,873 shares worth $426M. The position accounts for 0.1% of the portfolio, ranked #176.

Amundi first reported a position in SO in Q2 2021 and has held it in 21 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Amundi held 4,447,873 shares of Southern Company worth $426M as of Q2 2026.
  • Amundi bought 1,123,457 Southern Company shares in Q2 2026, an estimated $106M.
  • Southern Company made up 0.1% of Amundi's portfolio in Q2 2026, its #176 holding.
  • Amundi first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.