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 Q2	$7.74M	Buy	80,367 +9,934	+14%	+$935K	0.1%	162
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Eventide Asset Management's SO Position: Q2 2026 in Review

Eventide Asset Management increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $935K and bringing the position to 80,367 shares worth $7.74M. The position accounts for 0.1% of the portfolio, ranked #162.

Eventide Asset Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.7M in Q1 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Eventide Asset Management held 80,367 shares of Southern Company worth $7.74M as of Q2 2026.
Eventide Asset Management bought 9,934 Southern Company shares in Q2 2026, an estimated $935K.
Southern Company made up 0.1% of Eventide Asset Management's portfolio in Q2 2026, its #162 holding.
Eventide Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Eventide Asset Management's Southern Company position peaked at $44.7M in Q1 2025.
2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.