DRW Securities’s Southern Company SO Stock Holding History

DRW Securities’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	$1.82M	Buy	18,998 +6,740	+55%	+$635K	0.04%	227
2026 Q1	$1.18M	Buy	+12,258	New	+$1.13M	0.02%	296
2025 Q2	–	Sell	-17,103	Closed	-$1.57M	–	1248
2025 Q1	$1.57M	Buy	+17,103	New	+$1.48M	0.04%	215
2024 Q4	–	Sell	-49,927	Closed	-$4.5M	–	767
2024 Q3	$4.5M	Buy	49,927 +43,424	+668%	+$3.71M	0.12%	99
2024 Q2	$509K	Buy	+6,503	New	+$493K	0.02%	324
2022 Q4	–	Sell	-5,095	Closed	-$346K	–	334
2022 Q3	$346K	Buy	+5,095	New	+$386K	0.01%	172
2021 Q3	–	Sell	-4,610	Closed	-$279K	–	361
2021 Q2	$279K	Buy	+4,610	New	+$295K	0.01%	234
2020 Q4	–	Sell	-8,919	Closed	-$484K	–	184
2020 Q3	$484K	Buy	+8,919	New	+$477K	0.03%	100
2018 Q1	–	Sell	-14,064	Closed	-$676K	–	442
2017 Q4	$676K	Buy	+14,064	New	+$717K	0.07%	171

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

DRW Securities's SO Position: Q2 2026 in Review

DRW Securities increased its Southern Company (SO) stake by 55% in Q2 2026, buying an estimated $635K and bringing the position to 18,998 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #227.

DRW Securities first reported a position in SO in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.5M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

DRW Securities held 18,998 shares of Southern Company worth $1.82M as of Q2 2026.
DRW Securities bought 6,740 Southern Company shares in Q2 2026, an estimated $635K.
Southern Company made up 0.04% of DRW Securities's portfolio in Q2 2026, its #227 holding.
DRW Securities first reported a position in Southern Company in Q4 2017 and has held it in 9 quarters since.
DRW Securities's Southern Company position peaked at $4.5M in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on DRW Securities's 13F filing for Q2 2026, filed 14 Aug 2026.