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Eric Mandelblatt’s Southern Company SO Stock Holding History

Eric Mandelblatt’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 		$162M Sell
1,688,287
-687,224
-29% -$64.7M 0.34% 21
2026
Q1 		$229M Sell
2,375,511
-3,718,097
-61% -$344M 0.44% 19
2025
Q4 		$577M Buy
6,093,608
+1,843,534
+43% +$168M 4.03% 11
2025
Q3 		$403M Buy
4,250,074
+152,652
+4% +$14.3M 3.04% 12
2025
Q2 		$376M Buy
4,097,422
+1,867,912
+84% +$168M 3.67% 11
2025
Q1 		$205M Buy
+2,229,510
New +$193M 2.89% 12
2024
Q3 		– Sell
-642,679
Closed -$49.9M – 28
2024
Q2 		$49.9M Buy
+642,679
New +$48.7M 0.73% 23

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

Eric Mandelblatt's SO Position: Q2 2026 in Review

Eric Mandelblatt reduced its Southern Company (SO) stake by 29% in Q2 2026, selling an estimated $64.7M and leaving 1,688,287 shares worth $162M. The position accounts for 0.34% of the portfolio, ranked #21.

Eric Mandelblatt first reported a position in SO in Q2 2024 and has held it in 7 quarters since. The position peaked at $577M in Q4 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Eric Mandelblatt held 1,688,287 shares of Southern Company worth $162M as of Q2 2026.
  • Eric Mandelblatt sold 687,224 Southern Company shares in Q2 2026, an estimated $64.7M.
  • Southern Company made up 0.34% of Eric Mandelblatt's portfolio in Q2 2026, its #21 holding.
  • Eric Mandelblatt first reported a position in Southern Company in Q2 2024 and has held it in 7 quarters since.
  • Eric Mandelblatt's Southern Company position peaked at $577M in Q4 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Soroban Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.