EFMH
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E Fund Management (HK)’s Southern Company SO Stock Holding History

E Fund Management (HK)’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 		$32.9K Buy
344
+190
+123% +$17.9K 0.01% 224
2026
Q1 		$14.9K Buy
154
+147
+2,100% +$13.6K 0.01% 256
2025
Q4 		$617 Hold
7
– – ﹤0.01% 315
2025
Q3 		$663 Buy
+7
New +$653 ﹤0.01% 242

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

E Fund Management (HK)'s SO Position: Q2 2026 in Review

E Fund Management (HK) increased its Southern Company (SO) stake by 123% in Q2 2026, buying an estimated $17.9K and bringing the position to 344 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #224.

E Fund Management (HK) first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • E Fund Management (HK) held 344 shares of Southern Company worth $32.9K as of Q2 2026.
  • E Fund Management (HK) bought 190 Southern Company shares in Q2 2026, an estimated $17.9K.
  • Southern Company made up 0.01% of E Fund Management (HK)'s portfolio in Q2 2026, its #224 holding.
  • E Fund Management (HK) first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.