DI
SO icon

Disciplined Investments’s Southern Company SO Stock Holding History

Disciplined Investments’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 		$209K Buy
2,188
+2
+0.1% +$188 0.07% 138
2026
Q1 		$211K Buy
+2,186
New +$202K 0.08% 133
2023
Q3 		– Sell
-39
Closed -$2.74K – 1332
2023
Q2 		$2.74K Hold
39
– – ﹤0.01% 542
2023
Q1 		$2.71K Hold
39
– – ﹤0.01% 551
2022
Q4 		$2.79K Sell
39
-438
-92% -$29.3K ﹤0.01% 512
2022
Q3 		$32K Sell
477
-35
-7% -$2.65K 0.01% 262
2022
Q2 		$37K Buy
512
+9
+2% +$661 0.02% 253
2022
Q1 		$36K Buy
503
+78
+18% +$5.28K 0.01% 266
2021
Q4 		$29K Buy
+425
New +$27.1K 0.01% 265

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

Disciplined Investments's SO Position: Q2 2026 in Review

Disciplined Investments increased its Southern Company (SO) stake by 0.09% in Q2 2026, buying an estimated $188 and bringing the position to 2,188 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #138.

Disciplined Investments first reported a position in SO in Q4 2021 and has held it in 9 quarters since. The position peaked at $211K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Disciplined Investments held 2,188 shares of Southern Company worth $209K as of Q2 2026.
  • Disciplined Investments bought 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.07% of Disciplined Investments's portfolio in Q2 2026, its #138 holding.
  • Disciplined Investments first reported a position in Southern Company in Q4 2021 and has held it in 9 quarters since.
  • Disciplined Investments's Southern Company position peaked at $211K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.