EF
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Empirical Finance’s Southern Company SO Stock Holding History

Empirical Finance’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 		$3.62M Buy
37,799
+1,292
+4% +$122K 0.15% 122
2026
Q1 		$3.52M Sell
36,507
-46
-0.1% -$4.25K 0.17% 124
2025
Q4 		$3.19M Sell
36,553
-1,606
-4% -$147K 0.15% 121
2025
Q3 		$3.62M Buy
38,159
+384
+1% +$35.8K 0.17% 118
2025
Q2 		$3.47M Buy
37,775
+246
+0.7% +$22.1K 0.18% 114
2025
Q1 		$3.45M Buy
37,529
+609
+2% +$52.7K 0.21% 97
2024
Q4 		$3.04M Sell
36,920
-469
-1% -$41.1K 0.18% 104
2024
Q3 		$3.37M Buy
37,389
+835
+2% +$71.3K 0.2% 102
2024
Q2 		$2.84M Sell
36,554
-2,344
-6% -$178K 0.18% 108
2024
Q1 		$2.79M Buy
38,898
+1,327
+4% +$91.6K 0.17% 115
2023
Q4 		$2.63M Buy
37,571
+287
+0.8% +$19.7K 0.18% 109
2023
Q3 		$2.41M Buy
37,284
+3,725
+11% +$259K 0.18% 113
2023
Q2 		$2.36M Buy
33,559
+3,861
+13% +$277K 0.18% 111
2023
Q1 		$2.07M Buy
29,698
+1,695
+6% +$114K 0.19% 110
2022
Q4 		$2M Buy
28,003
+2,274
+9% +$152K 0.21% 104
2022
Q3 		$1.75M Buy
25,729
+4,230
+20% +$320K 0.21% 99
2022
Q2 		$1.53M Buy
21,499
+1,159
+6% +$85.1K 0.2% 97
2022
Q1 		$1.48M Buy
20,340
+2,250
+12% +$152K 0.17% 111
2021
Q4 		$1.24M Buy
18,090
+4,892
+37% +$312K 0.15% 127
2021
Q3 		$818K Buy
13,198
+763
+6% +$49.1K 0.12% 166
2021
Q2 		$752K Buy
12,435
+1,822
+17% +$117K 0.12% 197
2021
Q1 		$652K Hold
10,613
– – 0.11% 175
2020
Q4 		$652K Buy
10,613
+1,885
+22% +$113K 0.11% 175
2020
Q3 		$473K Buy
8,728
+1,885
+28% +$101K 0.1% 180
2020
Q2 		$355K Buy
6,843
+861
+14% +$47.9K 0.09% 176
2020
Q1 		$324K Buy
5,982
+2,193
+58% +$139K 0.1% 159
2019
Q4 		$241K Buy
+3,789
New +$235K 0.06% 186
2017
Q1 		– Sell
-391
Closed -$20K – 502
2016
Q4 		$20K Buy
+391
New +$19.2K 0.01% 204

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

Empirical Finance's SO Position: Q2 2026 in Review

Empirical Finance increased its Southern Company (SO) stake by 3.5% in Q2 2026, buying an estimated $122K and bringing the position to 37,799 shares worth $3.62M. The position accounts for 0.15% of the portfolio, ranked #122.

Empirical Finance first reported a position in SO in Q4 2016 and has held it in 28 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Empirical Finance held 37,799 shares of Southern Company worth $3.62M as of Q2 2026.
  • Empirical Finance bought 1,292 Southern Company shares in Q2 2026, an estimated $122K.
  • Southern Company made up 0.15% of Empirical Finance's portfolio in Q2 2026, its #122 holding.
  • Empirical Finance first reported a position in Southern Company in Q4 2016 and has held it in 28 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.