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 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 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

Councilmark Asset Management's SO Position: Q2 2026 in Review

Councilmark Asset Management held its Southern Company (SO) position steady in Q2 2026 at 2,883 shares worth $276K. The position accounts for 0.15% of the portfolio, ranked #75.

Councilmark Asset Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $278K in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Councilmark Asset Management held 2,883 shares of Southern Company worth $276K as of Q2 2026.
Councilmark Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.15% of Councilmark Asset Management's portfolio in Q2 2026, its #75 holding.
Councilmark Asset Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Councilmark Asset Management's Southern Company position peaked at $278K in Q1 2026.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.