Fidelity International
SO icon

Fidelity International’s Southern Company SO Stock Holding History

Fidelity International’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 		$9.42M Buy
98,405
+2,345
+2% +$221K 0.01% 595
2026
Q1 		$9.27M Sell
96,060
-147,261
-61% -$13.6M 0.01% 597
2025
Q4 		$21.2M Buy
243,321
+9,198
+4% +$840K 0.02% 476
2025
Q3 		$22.2M Sell
234,123
-39,361
-14% -$3.67M 0.02% 463
2025
Q2 		$25.1M Sell
273,484
-161,296
-37% -$14.5M 0.02% 433
2025
Q1 		$40M Buy
434,780
+171,972
+65% +$14.9M 0.04% 347
2024
Q4 		$21.6M Sell
262,808
-98,304
-27% -$8.62M 0.02% 431
2024
Q3 		$32.6M Sell
361,112
-138,419
-28% -$11.8M 0.03% 398
2024
Q2 		$38.7M Buy
499,531
+75,021
+18% +$5.69M 0.04% 368
2024
Q1 		$30.5M Buy
424,510
+370,810
+691% +$25.6M 0.03% 388
2023
Q4 		$3.77M Buy
+53,700
New +$3.69M ﹤0.01% 612
2021
Q2 		– Sell
-12
Closed -$1K – 1058
2021
Q1 		$1K Hold
12
– – ﹤0.01% 942
2020
Q4 		$1K Buy
12
+6
+100% +$361 ﹤0.01% 906
2020
Q3 		$0 Sell
6
-120
-95% -$6.41K ﹤0.01% 995
2020
Q2 		$7K Buy
126
+116
+1,160% +$6.45K ﹤0.01% 750
2020
Q1 		$1K Sell
10
-34
-77% -$2.15K ﹤0.01% 786
2019
Q4 		$3K Sell
44
-9
-17% -$558 ﹤0.01% 790
2019
Q3 		$3K Buy
53
+10
+23% +$580 ﹤0.01% 746
2019
Q2 		$2K Buy
43
+5
+13% +$268 ﹤0.01% 793
2019
Q1 		$2K Buy
38
+31
+443% +$1.52K ﹤0.01% 770
2018
Q4 		$0 Buy
7
+2
+40% +$91 ﹤0.01% 971
2018
Q3 		$0 Buy
+5
New +$230 ﹤0.01% 990
2016
Q4 		– Sell
-4,185
Closed -$215K – 537
2016
Q3 		$215K Hold
4,185
– – ﹤0.01% 510
2016
Q2 		$224K Hold
4,185
– – ﹤0.01% 499
2016
Q1 		$216K Buy
+4,185
New +$204K ﹤0.01% 481

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

Fidelity International's SO Position: Q2 2026 in Review

Fidelity International increased its Southern Company (SO) stake by 2.4% in Q2 2026, buying an estimated $221K and bringing the position to 98,405 shares worth $9.42M. The position accounts for 0.01% of the portfolio, ranked #595.

Fidelity International first reported a position in SO in Q1 2016 and has held it in 25 quarters since. The position peaked at $40M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fidelity International held 98,405 shares of Southern Company worth $9.42M as of Q2 2026.
  • Fidelity International bought 2,345 Southern Company shares in Q2 2026, an estimated $221K.
  • Southern Company made up 0.01% of Fidelity International's portfolio in Q2 2026, its #595 holding.
  • Fidelity International first reported a position in Southern Company in Q1 2016 and has held it in 25 quarters since.
  • Fidelity International's Southern Company position peaked at $40M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fidelity International's 13F filing for Q2 2026, filed 13 Aug 2026.