Eventide Asset Management’s Southern Company SO Stock Holding History

Eventide 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	$6.81M	Sell	70,433 -40,409	-36%	-$3.74M	0.11%	151
2025 Q4	$9.69M	Sell	110,842 -295,557	-73%	-$27M	0.15%	146
2025 Q3	$38.4M	Buy	406,399 +14,287	+4%	+$1.33M	0.63%	62
2025 Q2	$36.5M	Sell	392,112 -94,650	-19%	-$8.5M	0.64%	53
2025 Q1	$44.7M	Buy	486,762 +156,717	+47%	+$13.6M	0.89%	39
2024 Q4	$27.2M	Buy	330,045 +68,104	+26%	+$5.97M	0.49%	72
2024 Q3	$23.6M	Sell	261,941 -29,472	-10%	-$2.52M	0.41%	77
2024 Q2	$22.6M	Buy	291,413 +122,550	+73%	+$9.29M	0.39%	83
2024 Q1	$12.1M	Sell	168,863 -142	-0.1%	-$9.8K	0.19%	114
2023 Q4	$11.9M	Buy	+169,005	New	+$11.6M	0.19%	115

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Eventide Asset Management reduced its Southern Company (SO) stake by 36% in Q1 2026, selling an estimated $3.74M and leaving 70,433 shares worth $6.81M. The position accounts for 0.11% of the portfolio, ranked #151.

Eventide Asset Management first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $44.7M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Eventide Asset Management held 70,433 shares of Southern Company worth $6.81M as of Q1 2026.
Eventide Asset Management sold 40,409 Southern Company shares in Q1 2026, an estimated $3.74M.
Southern Company made up 0.11% of Eventide Asset Management's portfolio in Q1 2026, its #151 holding.
Eventide Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Eventide Asset Management's Southern Company position peaked at $44.7M in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Eventide Asset Management's 13F filing for Q1 2026, filed 15 May 2026.