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Fideuram - Intesa Sanpaolo Private Banking’s Southern Company SO Stock Holding History

Fideuram - Intesa Sanpaolo Private Banking’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 		$8.95M Buy
93,516
+39,406
+73% +$3.71M 0.27% 100
2026
Q1 		$5.22M Buy
54,110
+6,249
+13% +$578K 0.18% 130
2025
Q4 		$4.17M Buy
+47,861
New +$4.37M 0.15% 139

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

Fideuram - Intesa Sanpaolo Private Banking's SO Position: Q2 2026 in Review

Fideuram - Intesa Sanpaolo Private Banking increased its Southern Company (SO) stake by 73% in Q2 2026, buying an estimated $3.71M and bringing the position to 93,516 shares worth $8.95M. The position accounts for 0.27% of the portfolio, ranked #100.

Fideuram - Intesa Sanpaolo Private Banking first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fideuram - Intesa Sanpaolo Private Banking held 93,516 shares of Southern Company worth $8.95M as of Q2 2026.
  • Fideuram - Intesa Sanpaolo Private Banking bought 39,406 Southern Company shares in Q2 2026, an estimated $3.71M.
  • Southern Company made up 0.27% of Fideuram - Intesa Sanpaolo Private Banking's portfolio in Q2 2026, its #100 holding.
  • Fideuram - Intesa Sanpaolo Private Banking first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fideuram - Intesa Sanpaolo Private Banking's 13F filing for Q2 2026, filed 23 Jul 2026.