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CWA Asset Management Group’s Southern Company SO Stock Holding History

CWA Asset Management 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 		$431K Hold
4,500
– – 0.01% 524
2026
Q1 		$434K Buy
+4,500
New +$416K 0.01% 513

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

CWA Asset Management Group's SO Position: Q2 2026 in Review

CWA Asset Management Group increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $521K and bringing the position to 214,338 shares worth $20.5M. The position accounts for 0.63% of the portfolio, ranked #29.

CWA Asset Management Group first reported a position in SO in Q4 2015 and has held it in 42 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CWA Asset Management Group held 214,338 shares of Southern Company worth $20.5M as of Q2 2026.
  • CWA Asset Management Group bought 5,531 Southern Company shares in Q2 2026, an estimated $521K.
  • Southern Company made up 0.63% of CWA Asset Management Group's portfolio in Q2 2026, its #29 holding.
  • CWA Asset Management Group first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.