FMI
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Frec Markets Inc’s Southern Company SO Stock Holding History

Frec Markets Inc’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 		$2.34M Buy
24,455
+12,040
+97% +$1.13M 0.21% 71
2026
Q1 		$1.2M Buy
12,415
+6,964
+128% +$644K 0.2% 81
2025
Q4 		$475K Buy
+5,451
New +$498K 0.14% 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 $3.38T 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

Frec Markets Inc's SO Position: Q2 2026 in Review

Frec Markets Inc increased its Southern Company (SO) stake by 97% in Q2 2026, buying an estimated $1.13M and bringing the position to 24,455 shares worth $2.34M. The position accounts for 0.21% of the portfolio, ranked #71.

Frec Markets Inc first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Frec Markets Inc held 24,455 shares of Southern Company worth $2.34M as of Q2 2026.
  • Frec Markets Inc bought 12,040 Southern Company shares in Q2 2026, an estimated $1.13M.
  • Southern Company made up 0.21% of Frec Markets Inc's portfolio in Q2 2026, its #71 holding.
  • Frec Markets Inc first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Frec Markets Inc's 13F filing for Q2 2026, filed 13 Aug 2026.