FIM
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FWL Investment Management’s Southern Company SO Stock Holding History

FWL Investment 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
Q2 		$36.4K Buy
380
+30
+9% +$2.82K 0.01% 228
2026
Q1 		$33.8K Sell
350
-278
-44% -$25.7K 0.01% 193
2025
Q4 		$54.8K Buy
628
+278
+79% +$25.4K 0.01% 150
2025
Q3 		$33.2K Hold
350
– – 0.01% 172
2025
Q2 		$32.1K Hold
350
– – 0.01% 177
2025
Q1 		$32.2K Hold
350
– – 0.01% 161
2024
Q4 		$28.8K Hold
350
– – 0.01% 181
2024
Q3 		$31.6K Buy
350
+200
+133% +$17.1K 0.01% 152
2024
Q2 		$11.6K Hold
150
– – 0.01% 185
2024
Q1 		$10.8K Hold
150
– – 0.01% 159
2023
Q4 		$10.5K Sell
150
-15
-9% -$1.03K 0.01% 156
2023
Q3 		$10.7K Buy
+165
New +$11.5K 0.01% 142
2023
Q1 		– Sell
-215
Closed -$15.4K – 174
2022
Q4 		$15.4K Buy
+215
New +$14.4K 0.01% 124

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

FWL Investment Management's SO Position: Q2 2026 in Review

FWL Investment Management increased its Southern Company (SO) stake by 8.6% in Q2 2026, buying an estimated $2.82K and bringing the position to 380 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #228.

FWL Investment Management first reported a position in SO in Q4 2022 and has held it in 13 quarters since. The position peaked at $54.8K in Q4 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • FWL Investment Management held 380 shares of Southern Company worth $36.4K as of Q2 2026.
  • FWL Investment Management bought 30 Southern Company shares in Q2 2026, an estimated $2.82K.
  • Southern Company made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #228 holding.
  • FWL Investment Management first reported a position in Southern Company in Q4 2022 and has held it in 13 quarters since.
  • FWL Investment Management's Southern Company position peaked at $54.8K in Q4 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.