EH
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Equitable Holdings’s Southern Company SO Stock Holding History

Equitable Holdings’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 		$8.04M Sell
83,999
-7,215
-8% -$679K 0.05% 332
2026
Q1 		$7.98M Buy
91,214
+8,858
+11% +$819K 0.05% 320
2025
Q4 		$7.18M Buy
82,356
+4,201
+5% +$384K 0.05% 285
2025
Q3 		$7.41M Buy
78,155
+2,574
+3% +$240K 0.05% 261
2025
Q2 		$6.94M Buy
75,581
+3,152
+4% +$283K 0.06% 258
2025
Q1 		$6.66M Buy
72,429
+8,345
+13% +$722K 0.06% 243
2024
Q4 		$5.28M Buy
64,084
+11,533
+22% +$1.01M 0.05% 272
2024
Q3 		$4.74M Buy
52,551
+6,747
+15% +$576K 0.05% 291
2024
Q2 		$3.55M Sell
45,804
-894
-2% -$67.7K 0.04% 333
2024
Q1 		$3.35M Buy
46,698
+6,082
+15% +$420K 0.04% 322
2023
Q4 		$2.85M Buy
40,616
+4,132
+11% +$284K 0.04% 326
2023
Q3 		$2.36M Buy
36,484
+3,848
+12% +$267K 0.03% 322
2023
Q2 		$2.29M Buy
32,636
+15,811
+94% +$1.13M 0.03% 322
2023
Q1 		$1.17M Buy
16,825
+7,393
+78% +$498K 0.02% 440
2022
Q4 		$674K Buy
9,432
+821
+10% +$54.9K 0.01% 540
2022
Q3 		$586K Buy
8,611
+2,323
+37% +$176K 0.01% 526
2022
Q2 		$448K Sell
6,288
-2,425
-28% -$178K 0.01% 584
2022
Q1 		$632K Buy
8,713
+912
+12% +$61.8K 0.01% 520
2021
Q4 		$535K Buy
7,801
+7
+0.1% +$446 0.01% 553
2021
Q3 		$483K Buy
7,794
+8
+0.1% +$515 0.01% 553
2021
Q2 		$471K Sell
7,786
-54
-0.7% -$3.45K 0.01% 549
2021
Q1 		$487K Sell
7,840
-219
-3% -$13.1K 0.01% 516
2020
Q4 		$495K Buy
8,059
+907
+13% +$54.5K 0.01% 459
2020
Q3 		$388K Buy
7,152
+208
+3% +$11.1K 0.01% 474
2020
Q2 		$360K Sell
6,944
-242
-3% -$13.5K 0.01% 470
2020
Q1 		$389K Sell
7,186
-491
-6% -$31.1K 0.01% 409
2019
Q4 		$489K Buy
+7,677
New +$476K 0.01% 404

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

Equitable Holdings's SO Position: Q2 2026 in Review

Equitable Holdings reduced its Southern Company (SO) stake by 7.9% in Q2 2026, selling an estimated $679K and leaving 83,999 shares worth $8.04M. The position accounts for 0.05% of the portfolio, ranked #332.

Equitable Holdings first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Equitable Holdings held 83,999 shares of Southern Company worth $8.04M as of Q2 2026.
  • Equitable Holdings sold 7,215 Southern Company shares in Q2 2026, an estimated $679K.
  • Southern Company made up 0.05% of Equitable Holdings's portfolio in Q2 2026, its #332 holding.
  • Equitable Holdings first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.