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Engineers Gate Manager’s Southern Company SO Stock Holding History

Engineers Gate Manager’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 		$940K Buy
9,821
+3,072
+46% +$289K 0.01% 1127
2026
Q1 		$651K Sell
6,749
-54,904
-89% -$5.08M 0.01% 1255
2025
Q4 		$5.38M Buy
61,653
+9,370
+18% +$855K 0.06% 322
2025
Q3 		$4.95M Buy
+52,283
New +$4.88M 0.06% 403
2025
Q2 		– Sell
-2,275
Closed -$209K – 2511
2025
Q1 		$209K Sell
2,275
-5,761
-72% -$499K ﹤0.01% 1877
2024
Q4 		$662K Buy
8,036
+4,210
+110% +$369K 0.01% 1262
2024
Q3 		$345K Buy
+3,826
New +$327K 0.01% 1561
2024
Q1 		– Sell
-15,984
Closed -$1.12M – 2281
2023
Q4 		$1.12M Buy
15,984
+12,337
+338% +$847K 0.03% 751
2023
Q3 		$236K Sell
3,647
-7,414
-67% -$515K 0.01% 1427
2023
Q2 		$777K Buy
+11,061
New +$793K 0.03% 823
2022
Q4 		– Sell
-21,938
Closed -$1.49M – 2011
2022
Q3 		$1.49M Buy
21,938
+13,264
+153% +$1M 0.09% 271
2022
Q2 		$619K Buy
+8,674
New +$637K 0.02% 984
2021
Q4 		– Sell
-19,608
Closed -$1.22M – 2277
2021
Q3 		$1.22M Buy
19,608
+14,239
+265% +$917K 0.07% 411
2021
Q2 		$325K Sell
5,369
-2,074
-28% -$133K 0.02% 1079
2021
Q1 		$463K Buy
7,443
+3,043
+69% +$182K 0.02% 1043
2020
Q4 		$270K Sell
4,400
-3,490
-44% -$210K 0.01% 1359
2020
Q3 		$428K Sell
7,890
-52,340
-87% -$2.8M 0.02% 1068
2020
Q2 		$3.12M Buy
+60,230
New +$3.35M 0.16% 141
2017
Q2 		– Sell
-4,500
Closed -$224K – 781
2017
Q1 		$224K Buy
+4,500
New +$222K 0.02% 578
2016
Q1 		– Sell
-6,212
Closed -$291K – 812
2015
Q4 		$291K Sell
6,212
-7,463
-55% -$338K 0.02% 562
2015
Q3 		$611K Buy
+13,675
New +$600K 0.05% 416
2015
Q2 		– Sell
-39,404
Closed -$1.75M – 1166
2015
Q1 		$1.75M Buy
39,404
+7,448
+23% +$354K 0.23% 93
2014
Q4 		$1.57M Buy
+31,956
New +$1.51M 0.45% 11

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

Engineers Gate Manager's SO Position: Q2 2026 in Review

Engineers Gate Manager increased its Southern Company (SO) stake by 46% in Q2 2026, buying an estimated $289K and bringing the position to 9,821 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #1127.

Engineers Gate Manager first reported a position in SO in Q4 2014 and has held it in 23 quarters since. The position peaked at $5.38M in Q4 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Engineers Gate Manager held 9,821 shares of Southern Company worth $940K as of Q2 2026.
  • Engineers Gate Manager bought 3,072 Southern Company shares in Q2 2026, an estimated $289K.
  • Southern Company made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1127 holding.
  • Engineers Gate Manager first reported a position in Southern Company in Q4 2014 and has held it in 23 quarters since.
  • Engineers Gate Manager's Southern Company position peaked at $5.38M in Q4 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.