DGM
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Delta Global Management’s Southern Company SO Stock Holding History

Delta Global 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 		$2.51M Buy
26,185
+393
+2% +$37K 0.27% 69
2026
Q1 		$2.49M Sell
25,792
-1,355
-5% -$125K 0.2% 63
2025
Q4 		$2.37M Buy
+27,147
New +$2.48M 0.17% 87

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 $3.38T AUM 44.17% 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

Delta Global Management's SO Position: Q2 2026 in Review

Delta Global Management increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $37K and bringing the position to 26,185 shares worth $2.51M. The position accounts for 0.27% of the portfolio, ranked #69.

Delta Global Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Delta Global Management held 26,185 shares of Southern Company worth $2.51M as of Q2 2026.
  • Delta Global Management bought 393 Southern Company shares in Q2 2026, an estimated $37K.
  • Southern Company made up 0.27% of Delta Global Management's portfolio in Q2 2026, its #69 holding.
  • Delta Global Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Delta Global Management's 13F filing for Q2 2026, filed 13 Aug 2026.