Envestnet Asset Management
SO icon

Envestnet Asset Management’s Southern Company SO Stock Holding History

Envestnet Asset 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 		$236M Buy
2,445,718
+174,859
+8% +$16.2M 0.06% 283
2025
Q4 		$198M Buy
2,270,859
+226,415
+11% +$20.7M 0.06% 301
2025
Q3 		$194M Sell
2,044,444
-431,285
-17% -$40.3M 0.06% 328
2025
Q2 		$227M Sell
2,475,729
-20,803
-0.8% -$1.87M 0.07% 279
2025
Q1 		$230M Buy
2,496,532
+56,938
+2% +$4.93M 0.07% 260
2024
Q4 		$201M Buy
2,439,594
+72,370
+3% +$6.35M 0.06% 279
2024
Q3 		$213M Sell
2,367,224
-174,889
-7% -$14.9M 0.07% 258
2024
Q2 		$197M Buy
2,542,113
+51,751
+2% +$3.92M 0.07% 258
2024
Q1 		$179M Buy
2,490,362
+3,334
+0.1% +$230K 0.07% 280
2023
Q4 		$174M Buy
2,487,028
+6,223
+0.3% +$427K 0.07% 271
2023
Q3 		$161M Buy
2,480,805
+485,562
+24% +$33.7M 0.07% 255
2023
Q2 		$140M Buy
1,995,243
+43,353
+2% +$3.11M 0.06% 262
2023
Q1 		$136M Buy
1,951,890
+181,177
+10% +$12.2M 0.07% 259
2022
Q4 		$126M Buy
1,770,713
+110,132
+7% +$7.36M 0.07% 260
2022
Q3 		$113M Buy
1,660,581
+126,753
+8% +$9.6M 0.06% 258
2022
Q2 		$109M Buy
1,533,828
+68,956
+5% +$5.06M 0.06% 264
2022
Q1 		$106M Buy
1,464,872
+50,656
+4% +$3.43M 0.05% 303
2021
Q4 		$97M Buy
1,414,216
+80,715
+6% +$5.15M 0.05% 321
2021
Q3 		$82.6M Buy
1,333,501
+75,538
+6% +$4.86M 0.05% 336
2021
Q2 		$76.1M Buy
1,257,963
+85,480
+7% +$5.47M 0.04% 341
2021
Q1 		$72.9M Buy
1,172,483
+140,792
+14% +$8.43M 0.05% 316
2020
Q4 		$63.4M Buy
1,031,691
+69,351
+7% +$4.17M 0.05% 296
2020
Q3 		$52.2M Buy
962,340
+18,763
+2% +$1M 0.05% 295
2020
Q2 		$48.9M Buy
943,577
+169,091
+22% +$9.4M 0.05% 288
2020
Q1 		$41.9M Sell
774,486
-221,220
-22% -$14M 0.05% 268
2019
Q4 		$63.4M Buy
995,706
+135,718
+16% +$8.41M 0.07% 231
2019
Q3 		$53.1M Sell
859,988
-66,594
-7% -$3.86M 0.06% 250
2019
Q2 		$51.2M Buy
926,582
+52,857
+6% +$2.83M 0.06% 227
2019
Q1 		$45.2M Buy
873,725
+227,905
+35% +$11.2M 0.06% 230
2018
Q4 		$28.4M Buy
645,820
+625,220
+3,035% +$28.4M 0.04% 284
2018
Q3 		$898K Sell
20,600
-131,208
-86% -$6.05M ﹤0.01% 770
2018
Q2 		$7.03M Buy
151,808
+5,113
+3% +$229K 0.02% 403
2018
Q1 		$6.58M Buy
146,695
+7,046
+5% +$313K 0.02% 329
2017
Q4 		$6.72M Buy
139,649
+48,213
+53% +$2.46M 0.01% 497
2017
Q3 		$4.49M Sell
91,436
-89,477
-49% -$4.34M 0.01% 594
2017
Q2 		$8.66M Sell
180,913
-38,166
-17% -$1.91M 0.02% 404
2017
Q1 		$10.9M Buy
219,079
+3,200
+1% +$158K 0.03% 339
2016
Q4 		$10.6M Buy
215,879
+56,655
+36% +$2.78M 0.04% 320
2016
Q3 		$8.17M Sell
159,224
-6,021
-4% -$317K 0.03% 419
2016
Q2 		$8.86M Buy
165,245
+14,317
+9% +$720K 0.04% 417
2016
Q1 		$7.81M Buy
150,928
+14,375
+11% +$700K 0.03% 428
2015
Q4 		$6.39M Sell
136,553
-1,924
-1% -$87.2K 0.03% 483
2015
Q3 		$6.19M Sell
138,477
-4,218
-3% -$185K 0.03% 476
2015
Q2 		$5.98M Sell
142,695
-49,258
-26% -$2.15M 0.03% 535
2015
Q1 		$8.5M Buy
191,953
+189,154
+6,758% +$8.99M 0.04% 409
2014
Q4 		$137K Buy
2,799
+1,472
+111% +$69.5K ﹤0.01% 1090
2014
Q3 		$58K Sell
1,327
-323
-20% -$14.2K ﹤0.01% 1472
2014
Q2 		$75K Buy
1,650
+666
+68% +$29.4K ﹤0.01% 1305
2014
Q1 		$43K Sell
984
-470
-32% -$19.7K ﹤0.01% 1406
2013
Q4 		$60K Sell
1,454
-1,928
-57% -$79.6K ﹤0.01% 1166
2013
Q3 		$139K Buy
3,382
+2,282
+207% +$98.3K ﹤0.01% 887
2013
Q2 		$49K Buy
+1,100
New +$50.6K ﹤0.01% 1173

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

Envestnet Asset Management's SO Position: Q1 2026 in Review

Envestnet Asset Management increased its Southern Company (SO) stake by 7.7% in Q1 2026, buying an estimated $16.2M and bringing the position to 2,445,718 shares worth $236M. The position accounts for 0.06% of the portfolio, ranked #283.

Envestnet Asset Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Envestnet Asset Management held 2,445,718 shares of Southern Company worth $236M as of Q1 2026.
  • Envestnet Asset Management bought 174,859 Southern Company shares in Q1 2026, an estimated $16.2M.
  • Southern Company made up 0.06% of Envestnet Asset Management's portfolio in Q1 2026, its #283 holding.
  • Envestnet Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.