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
Q2 		$398K Buy
4,159
+80
+2% +$7.53K 0.01% 328
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 $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

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

E Fund Management increased its Southern Company (SO) stake by 2% in Q2 2026, buying an estimated $7.53K and bringing the position to 4,159 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #328.

E Fund Management first reported a position in SO in Q4 2024 and has held it in 5 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • E Fund Management held 4,159 shares of Southern Company worth $398K as of Q2 2026.
  • E Fund Management bought 80 Southern Company shares in Q2 2026, an estimated $7.53K.
  • Southern Company made up 0.01% of E Fund Management's portfolio in Q2 2026, its #328 holding.
  • E Fund Management first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.