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Certuity’s Southern Company SO Stock Holding History

Certuity’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 		$448K Sell
4,685
-217
-4% -$20.4K 0.02% 382
2026
Q1 		$473K Sell
4,902
-879
-15% -$81.3K 0.03% 307
2025
Q4 		$504K Sell
5,781
-300
-5% -$27.4K 0.03% 270
2025
Q3 		$576K Buy
6,081
+1,362
+29% +$127K 0.04% 236
2025
Q2 		$433K Sell
4,719
-231
-5% -$20.7K 0.04% 228
2025
Q1 		$455K Buy
4,950
+57
+1% +$4.93K 0.05% 199
2024
Q4 		$403K Buy
4,893
+493
+11% +$43.3K 0.04% 210
2024
Q3 		$397K Sell
4,400
-219
-5% -$18.7K 0.04% 208
2024
Q2 		$358K Sell
4,619
-150
-3% -$11.4K 0.03% 227
2024
Q1 		$342K Sell
4,769
-412
-8% -$28.4K 0.03% 228
2023
Q4 		$363K Buy
+5,181
New +$356K 0.04% 219
2022
Q2 		– Sell
-6,920
Closed -$502K – 287
2022
Q1 		$502K Sell
6,920
-8,098
-54% -$548K 0.11% 134
2021
Q4 		$1.03M Sell
15,018
-420
-3% -$26.8K 0.22% 69
2021
Q3 		$957K Buy
15,438
+3,900
+34% +$251K 0.19% 88
2021
Q2 		$698K Buy
11,538
+2,896
+34% +$185K 0.16% 89
2021
Q1 		$537K Buy
+8,642
New +$517K 0.14% 103

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

Certuity's SO Position: Q2 2026 in Review

Certuity reduced its Southern Company (SO) stake by 4.4% in Q2 2026, selling an estimated $20.4K and leaving 4,685 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #382.

Certuity first reported a position in SO in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Certuity held 4,685 shares of Southern Company worth $448K as of Q2 2026.
  • Certuity sold 217 Southern Company shares in Q2 2026, an estimated $20.4K.
  • Southern Company made up 0.02% of Certuity's portfolio in Q2 2026, its #382 holding.
  • Certuity first reported a position in Southern Company in Q1 2021 and has held it in 16 quarters since.
  • Certuity's Southern Company position peaked at $1.03M in Q4 2021.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.