FS
SO icon

Ferguson Shapiro’s Southern Company SO Stock Holding History

Ferguson Shapiro’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 		$347K Sell
3,621
-695
-16% -$65.4K 0.1% 62
2026
Q1 		$417K Buy
4,316
+3
+0.1% +$278 0.13% 45
2025
Q4 		$376K Buy
4,313
+4
+0.1% +$365 0.12% 52
2025
Q3 		$408K Buy
4,309
+4
+0.1% +$373 0.13% 43
2025
Q2 		$395K Buy
+4,305
New +$387K 0.13% 44

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 $3.38T AUM 44.17% 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

Ferguson Shapiro's SO Position: Q2 2026 in Review

Ferguson Shapiro reduced its Southern Company (SO) stake by 16% in Q2 2026, selling an estimated $65.4K and leaving 3,621 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #62.

Ferguson Shapiro first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $417K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ferguson Shapiro held 3,621 shares of Southern Company worth $347K as of Q2 2026.
  • Ferguson Shapiro sold 695 Southern Company shares in Q2 2026, an estimated $65.4K.
  • Southern Company made up 0.1% of Ferguson Shapiro's portfolio in Q2 2026, its #62 holding.
  • Ferguson Shapiro first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Ferguson Shapiro's Southern Company position peaked at $417K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.