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Delta Investment Management’s Southern Company SO Stock Holding History

Delta Investment 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 		$247K Buy
2,582
+1
+0% +$94 0.04% 248
2026
Q1 		$249K Hold
2,581
– – 0.04% 227
2025
Q4 		$225K Buy
2,581
+1
+0% +$91 0.04% 255
2025
Q3 		$245K Buy
2,580
+1
+0% +$93 0.04% 240
2025
Q2 		$237K Buy
2,579
+113
+5% +$10.1K 0.05% 216
2025
Q1 		$227K Buy
2,466
+1
+0% +$87 0.05% 221
2024
Q4 		$203K Hold
2,465
– – 0.04% 242
2024
Q3 		$222K Buy
+2,465
New +$211K 0.05% 223

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 Investment Management's SO Position: Q2 2026 in Review

Delta Investment Management increased its Southern Company (SO) stake by 0.04% in Q2 2026, buying an estimated $94 and bringing the position to 2,582 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #248.

Delta Investment Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $249K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Delta Investment Management held 2,582 shares of Southern Company worth $247K as of Q2 2026.
  • Delta Investment Management bought 1 Southern Company share in Q2 2026, an estimated $94.
  • Southern Company made up 0.04% of Delta Investment Management's portfolio in Q2 2026, its #248 holding.
  • Delta Investment Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Delta Investment Management's Southern Company position peaked at $249K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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