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F.L. Putnam Investment Management’s Southern Company SO Stock Holding History

F.L. Putnam Investment 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 		$1.46M Sell
15,207
-649
-4% -$61.1K 0.02% 329
2026
Q1 		$1.53M Buy
15,856
+1,186
+8% +$110K 0.02% 284
2025
Q4 		$1.28M Sell
14,670
-380
-3% -$34.7K 0.02% 303
2025
Q3 		$1.43M Buy
15,050
+971
+7% +$90.6K 0.02% 296
2025
Q2 		$1.29M Sell
14,079
-440
-3% -$39.5K 0.02% 296
2025
Q1 		$1.34M Buy
14,519
+1,767
+14% +$153K 0.03% 284
2024
Q4 		$1.05M Sell
12,752
-1,077
-8% -$94.5K 0.02% 305
2024
Q3 		$1.26M Sell
13,829
-753
-5% -$64.3K 0.02% 303
2024
Q2 		$1.13M Buy
14,582
+5,756
+65% +$436K 0.02% 306
2024
Q1 		$633K Sell
8,826
-392
-4% -$27.1K 0.01% 308
2023
Q4 		$646K Sell
9,218
-1,448
-14% -$99.4K 0.02% 306
2023
Q3 		$690K Buy
10,666
+4,376
+70% +$304K 0.02% 297
2023
Q2 		$442K Buy
6,290
+317
+5% +$22.7K 0.01% 366
2023
Q1 		$416K Buy
5,973
+2,600
+77% +$175K 0.01% 327
2022
Q4 		$241K Buy
+3,373
New +$226K 0.01% 375
2022
Q3 		– Sell
-3,136
Closed -$224K – 414
2022
Q2 		$224K Sell
3,136
-7
-0.2% -$514 0.01% 376
2022
Q1 		$228K Buy
+3,143
New +$213K 0.01% 380

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

F.L. Putnam Investment Management's SO Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Southern Company (SO) stake by 4.1% in Q2 2026, selling an estimated $61.1K and leaving 15,207 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #329.

F.L. Putnam Investment Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.53M in Q1 2026. 1,723 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • F.L. Putnam Investment Management held 15,207 shares of Southern Company worth $1.46M as of Q2 2026.
  • F.L. Putnam Investment Management sold 649 Southern Company shares in Q2 2026, an estimated $61.1K.
  • Southern Company made up 0.02% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #329 holding.
  • F.L. Putnam Investment Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • F.L. Putnam Investment Management's Southern Company position peaked at $1.53M in Q1 2026.
  • 1,723 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.