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Fullerton Fund Management’s Southern Company SO Stock Holding History

Fullerton Fund Management’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
Q1 		$642K Sell
6,656
-2,167
-25% -$200K 0.05% 50
2025
Q4 		$769K Buy
8,823
+454
+5% +$41.4K 0.03% 56
2025
Q3 		$793K Buy
8,369
+520
+7% +$48.5K 0.03% 54
2025
Q2 		$721K Sell
7,849
-6,592
-46% -$592K 0.03% 58
2025
Q1 		$1.33M Sell
14,441
-1,448
-9% -$125K 0.09% 52
2024
Q4 		$1.31M Buy
15,889
+2,259
+17% +$198K 0.05% 62
2024
Q3 		$1.23M Buy
13,630
+6,969
+105% +$595K 0.05% 56
2024
Q2 		$517K Buy
+6,661
New +$505K 0.02% 81

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fullerton Fund Management's SO Position: Q1 2026 in Review

Fullerton Fund Management reduced its Southern Company (SO) stake by 25% in Q1 2026, selling an estimated $200K and leaving 6,656 shares worth $642K. The position accounts for 0.05% of the portfolio, ranked #50.

Fullerton Fund Management first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q1 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Fullerton Fund Management held 6,656 shares of Southern Company worth $642K as of Q1 2026.
  • Fullerton Fund Management sold 2,167 Southern Company shares in Q1 2026, an estimated $200K.
  • Southern Company made up 0.05% of Fullerton Fund Management's portfolio in Q1 2026, its #50 holding.
  • Fullerton Fund Management first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • Fullerton Fund Management's Southern Company position peaked at $1.33M in Q1 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fullerton Fund Management's 13F filing for Q1 2026, filed 15 May 2026.