Ensign Peak Advisors
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Ensign Peak Advisors’s Southern Company SO Stock Holding History

Ensign Peak Advisors’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 		$222M Buy
2,320,369
+64,347
+3% +$6.06M 0.37% 49
2026
Q1 		$218M Sell
2,256,022
-331,938
-13% -$30.7M 0.41% 46
2025
Q4 		$226M Sell
2,587,960
-179,132
-6% -$16.4M 0.4% 50
2025
Q3 		$262M Sell
2,767,092
-240,859
-8% -$22.5M 0.43% 45
2025
Q2 		$276M Buy
3,007,951
+72,341
+2% +$6.5M 0.47% 41
2025
Q1 		$270M Buy
2,935,610
+7,079
+0.2% +$613K 0.52% 36
2024
Q4 		$241M Sell
2,928,531
-148,904
-5% -$13.1M 0.43% 48
2024
Q3 		$278M Sell
3,077,435
-87,153
-3% -$7.44M 0.49% 40
2024
Q2 		$245M Sell
3,164,588
-694,935
-18% -$52.7M 0.45% 44
2024
Q1 		$277M Sell
3,859,523
-413,209
-10% -$28.5M 0.51% 41
2023
Q4 		$300M Buy
4,272,732
+464,717
+12% +$31.9M 0.59% 35
2023
Q3 		$246M Sell
3,808,015
-58,107
-2% -$4.03M 0.53% 45
2023
Q2 		$272M Buy
3,866,122
+17,892
+0.5% +$1.28M 0.55% 40
2023
Q1 		$268M Buy
3,848,230
+233,135
+6% +$15.7M 0.58% 39
2022
Q4 		$258M Buy
3,615,095
+134,258
+4% +$8.98M 0.58% 41
2022
Q3 		$237M Sell
3,480,837
-73,440
-2% -$5.56M 0.59% 38
2022
Q2 		$253M Buy
3,554,277
+324,700
+10% +$23.8M 0.6% 39
2022
Q1 		$234M Buy
3,229,577
+1,449,639
+81% +$98.2M 0.48% 52
2021
Q4 		$122M Buy
1,779,938
+216,956
+14% +$13.8M 0.23% 99
2021
Q3 		$96.9M Sell
1,562,982
-294,626
-16% -$19M 0.2% 119
2021
Q2 		$112M Sell
1,857,608
-103,887
-5% -$6.64M 0.23% 111
2021
Q1 		$122M Sell
1,961,495
-444,477
-18% -$26.6M 0.26% 95
2020
Q4 		$148M Buy
2,405,972
+590,437
+33% +$35.5M 0.34% 76
2020
Q3 		$98.4M Sell
1,815,535
-808,063
-31% -$43.2M 0.25% 81
2020
Q2 		$136M Sell
2,623,598
-338,718
-11% -$18.8M 0.37% 63
2020
Q1 		$160M Sell
2,962,316
-18,697
-0.6% -$1.18M 0.54% 48
2019
Q4 		$190M Buy
+2,981,013
New +$185M 0.5% 51

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

Ensign Peak Advisors's SO Position: Q2 2026 in Review

Ensign Peak Advisors increased its Southern Company (SO) stake by 2.9% in Q2 2026, buying an estimated $6.06M and bringing the position to 2,320,369 shares worth $222M. The position accounts for 0.37% of the portfolio, ranked #49.

Ensign Peak Advisors first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $300M in Q4 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ensign Peak Advisors held 2,320,369 shares of Southern Company worth $222M as of Q2 2026.
  • Ensign Peak Advisors bought 64,347 Southern Company shares in Q2 2026, an estimated $6.06M.
  • Southern Company made up 0.37% of Ensign Peak Advisors's portfolio in Q2 2026, its #49 holding.
  • Ensign Peak Advisors first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Southern Company position peaked at $300M in Q4 2023.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.