Cullen Investment Group’s Southern Company SO Stock Holding History

Cullen Investment Group’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	$3.53M	Sell	36,892 -7,941	-18%	-$748K	0.43%	53
2026 Q1	$4.33M	Sell	44,833 -33,167	-43%	-$3.07M	0.57%	49
2025 Q4	$6.79M	Sell	78,000 -6,166	-7%	-$563K	0.88%	31
2025 Q3	$7.96M	Buy	84,166 +4,774	+6%	+$446K	1.05%	25
2025 Q2	$7.29M	Buy	79,392 +11,169	+16%	+$1M	1.03%	28
2025 Q1	$6.27M	Buy	68,223 +46,756	+218%	+$4.05M	0.95%	30
2024 Q4	$1.77M	Buy	21,467 +4,427	+26%	+$388K	0.26%	71
2024 Q3	$1.54M	Buy	17,040 +32	+0.2%	+$2.73K	0.23%	80
2024 Q2	$1.32M	Sell	17,008 -2,004	-11%	-$152K	0.21%	84
2024 Q1	$1.36M	Sell	19,012 -858	-4%	-$59.2K	0.21%	89
2023 Q4	$1.39M	Buy	+19,870	New	+$1.36M	0.24%	84

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

Cullen Investment Group's SO Position: Q2 2026 in Review

Cullen Investment Group reduced its Southern Company (SO) stake by 18% in Q2 2026, selling an estimated $748K and leaving 36,892 shares worth $3.53M. The position accounts for 0.43% of the portfolio, ranked #53.

Cullen Investment Group first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.96M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cullen Investment Group held 36,892 shares of Southern Company worth $3.53M as of Q2 2026.
Cullen Investment Group sold 7,941 Southern Company shares in Q2 2026, an estimated $748K.
Southern Company made up 0.43% of Cullen Investment Group's portfolio in Q2 2026, its #53 holding.
Cullen Investment Group first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Cullen Investment Group's Southern Company position peaked at $7.96M in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.