Catalyst Funds Management’s Southern Company SO Stock Holding History

Catalyst Funds 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	–	Sell	-3,139	Closed	-$303K	–	870
2026 Q1	$303K	Buy	+3,139	New	+$290K	0.05%	350
2025 Q2	–	Sell	-2,400	Closed	-$221K	–	678
2025 Q1	$221K	Buy	+2,400	New	+$208K	0.06%	328
2024 Q4	–	Sell	-4,200	Closed	-$379K	–	1138
2024 Q3	$379K	Buy	4,200 +2,300	+121%	+$196K	0.08%	163
2024 Q2	$147K	Sell	1,900 -1,000	-34%	-$75.8K	0.04%	234
2024 Q1	$208K	Buy	+2,900	New	+$200K	0.06%	250

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 $3.37T AUM 44.26% 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

Catalyst Funds Management's SO Position: Q2 2026 in Review

Catalyst Funds Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 3,139 shares — an estimated $303K sold.

Catalyst Funds Management first reported a position in SO in Q1 2024 and held it in 5 quarters. The position peaked at $379K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Catalyst Funds Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 3,139 Southern Company shares in Q2 2026, an estimated $303K.
Catalyst Funds Management first reported a position in Southern Company in Q1 2024 and held it in 5 quarters.
Catalyst Funds Management's Southern Company position peaked at $379K in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.