Councilmark Asset Management
SO icon

Councilmark Asset Management’s Southern Company SO Stock Holding History

Councilmark 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
Q3 		$239K Hold
2,883
– – 0.12% 78
2026
Q2 		$276K Hold
2,883
– – 0.15% 75
2026
Q1 		$278K Hold
2,883
– – 0.16% 74
2025
Q4 		$251K Hold
2,883
– – 0.14% 77
2025
Q3 		$273K Hold
2,883
– – 0.16% 75
2025
Q2 		$265K Hold
2,883
– – 0.17% 76
2025
Q1 		$265K Hold
2,883
– – 0.18% 74
2024
Q4 		$237K Hold
2,883
– – 0.16% 76
2024
Q3 		$260K Hold
2,883
– – 0.17% 75
2024
Q2 		$224K Hold
2,883
– – 0.16% 79
2024
Q1 		$207K Buy
+2,883
New +$199K 0.15% 83

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Councilmark Asset Management's SO Position: Q3 2026 in Review

Councilmark Asset Management held its Southern Company (SO) position steady in Q3 2026 at 2,883 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #78.

Councilmark Asset Management first reported a position in SO in Q1 2024 and has held it in 11 quarters since. The position peaked at $278K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Councilmark Asset Management held 2,883 shares of Southern Company worth $239K as of Q3 2026.
  • Councilmark Asset Management left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.12% of Councilmark Asset Management's portfolio in Q3 2026, its #78 holding.
  • Councilmark Asset Management first reported a position in Southern Company in Q1 2024 and has held it in 11 quarters since.
  • Councilmark Asset Management's Southern Company position peaked at $278K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Councilmark Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.