Analyst IMS Investment Management Services’s Southern Company SO Stock Holding History

Analyst IMS Investment Management Services’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	–	Sell	-2,877	Closed	-$278K	–	168
2026 Q1	$278K	Buy	2,877 +271	+10%	+$25.1K	0.01%	131
2025 Q4	$227K	Buy	+2,606	New	+$238K	0.01%	123
2025 Q1	–	Sell	-3,357	Closed	-$276K	–	137
2024 Q4	$276K	Sell	3,357 -2,097	-38%	-$184K	0.01%	121
2024 Q3	$492K	Buy	5,454 +2,498	+85%	+$213K	0.02%	106
2024 Q2	$229K	Buy	+2,956	New	+$224K	0.01%	125

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Analyst IMS Investment Management Services's SO Position: Q2 2026 in Review

Analyst IMS Investment Management Services sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,877 shares — an estimated $278K sold.

Analyst IMS Investment Management Services first reported a position in SO in Q2 2024 and held it in 5 quarters. The position peaked at $492K in Q3 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Analyst IMS Investment Management Services reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Analyst IMS Investment Management Services sold 2,877 Southern Company shares in Q2 2026, an estimated $278K.
Analyst IMS Investment Management Services first reported a position in Southern Company in Q2 2024 and held it in 5 quarters.
Analyst IMS Investment Management Services's Southern Company position peaked at $492K in Q3 2024.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.