Fayez Sarofim & Co
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Fayez Sarofim & Co’s Southern Company SO Stock Holding History

Fayez Sarofim & Co’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 		$272K Buy
2,840
+340
+14% +$32K ﹤0.01% 272
2026
Q1 		$241K Hold
2,500
– – ﹤0.01% 279
2025
Q4 		$218K Hold
2,500
– – ﹤0.01% 286
2025
Q3 		$237K Hold
2,500
– – ﹤0.01% 290
2025
Q2 		$230K Hold
2,500
– – ﹤0.01% 295
2025
Q1 		$230K Hold
2,500
– – ﹤0.01% 290
2024
Q4 		$206K Hold
2,500
– – ﹤0.01% 306
2024
Q3 		$225K Sell
2,500
-200
-7% -$17.1K ﹤0.01% 274
2024
Q2 		$209K Buy
+2,700
New +$205K ﹤0.01% 271
2022
Q2 		– Sell
-6,358
Closed -$461K – 320
2022
Q1 		$461K Hold
6,358
– – ﹤0.01% 249
2021
Q4 		$436K Buy
6,358
+600
+10% +$38.3K ﹤0.01% 269
2021
Q3 		$357K Buy
5,758
+1,420
+33% +$91.4K ﹤0.01% 261
2021
Q2 		$262K Hold
4,338
– – ﹤0.01% 299
2021
Q1 		$270K Sell
4,338
-5,000
-54% -$299K ﹤0.01% 267
2020
Q4 		$574K Buy
9,338
+458
+5% +$27.5K ﹤0.01% 204
2020
Q3 		$481K Buy
8,880
+5,000
+129% +$267K ﹤0.01% 198
2020
Q2 		$201K Hold
3,880
– – ﹤0.01% 252
2020
Q1 		$210K Hold
3,880
– – ﹤0.01% 226
2019
Q4 		$247K Buy
+3,880
New +$240K ﹤0.01% 249

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

Fayez Sarofim & Co's SO Position: Q2 2026 in Review

Fayez Sarofim & Co increased its Southern Company (SO) stake by 14% in Q2 2026, buying an estimated $32K and bringing the position to 2,840 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Fayez Sarofim & Co first reported a position in SO in Q4 2019 and has held it in 19 quarters since. The position peaked at $574K in Q4 2020. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fayez Sarofim & Co held 2,840 shares of Southern Company worth $272K as of Q2 2026.
  • Fayez Sarofim & Co bought 340 Southern Company shares in Q2 2026, an estimated $32K.
  • Southern Company made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q2 2026, its #272 holding.
  • Fayez Sarofim & Co first reported a position in Southern Company in Q4 2019 and has held it in 19 quarters since.
  • Fayez Sarofim & Co's Southern Company position peaked at $574K in Q4 2020.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fayez Sarofim & Co's 13F filing for Q2 2026, filed 17 Aug 2026.