EFM
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E Fund Management’s Southern Company SO Stock Holding History

E Fund 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
Q1 		$394K Buy
+4,079
New +$377K 0.01% 334
2025
Q2 		$258K Sell
2,812
-5
-0.2% -$449 0.01% 328
2025
Q1 		$259K Buy
2,817
+105
+4% +$9.09K 0.01% 336
2024
Q4 		$223K Buy
+2,712
New +$238K 0.01% 348

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

E Fund Management's SO Position: Q1 2026 in Review

E Fund Management opened a new position in Southern Company (SO) in Q1 2026: 4,079 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: E Fund Management previously reported a position in SO as recently as Q2 2025.

E Fund Management first reported a position in SO in Q4 2024 and has held it in 4 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • E Fund Management held 4,079 shares of Southern Company worth $394K as of Q1 2026.
  • Southern Company was a new E Fund Management position in Q1 2026.
  • Southern Company made up 0.01% of E Fund Management's portfolio in Q1 2026, its #334 holding.
  • E Fund Management first reported a position in Southern Company in Q4 2024 and has held it in 4 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on E Fund Management's 13F filing for Q1 2026, filed 13 Apr 2026.