GLOBALT Investments’s Southern Company SO Stock Holding History

GLOBALT Investments’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	$6.55M	Sell	68,386 -1,289	-2%	-$121K	0.22%	60
2026 Q1	$6.72M	Sell	69,675 -2,328	-3%	-$215K	0.24%	53
2025 Q4	$6.28M	Sell	72,003 -3,055	-4%	-$279K	0.23%	57
2025 Q3	$7.11M	Sell	75,058 -1,059	-1%	-$98.9K	0.26%	51
2025 Q2	$6.99M	Sell	76,117 -3,618	-5%	-$325K	0.27%	48
2025 Q1	$7.33M	Buy	79,735 +225	+0.3%	+$19.5K	0.3%	48
2024 Q4	$6.55M	Sell	79,510 -1,230	-2%	-$108K	0.25%	52
2024 Q3	$7.28M	Sell	80,740 -3,427	-4%	-$293K	0.27%	46
2024 Q2	$6.53M	Sell	84,167 -1,566	-2%	-$119K	0.26%	52
2024 Q1	$6.15M	Sell	85,733 -1,162	-1%	-$80.2K	0.24%	59
2023 Q4	$6.09M	Buy	+86,895	New	+$5.97M	0.25%	56

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GLOBALT Investments's SO Position: Q2 2026 in Review

GLOBALT Investments reduced its Southern Company (SO) stake by 1.9% in Q2 2026, selling an estimated $121K and leaving 68,386 shares worth $6.55M. The position accounts for 0.22% of the portfolio, ranked #60.

GLOBALT Investments first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.33M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

GLOBALT Investments held 68,386 shares of Southern Company worth $6.55M as of Q2 2026.
GLOBALT Investments sold 1,289 Southern Company shares in Q2 2026, an estimated $121K.
Southern Company made up 0.22% of GLOBALT Investments's portfolio in Q2 2026, its #60 holding.
GLOBALT Investments first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's Southern Company position peaked at $7.33M in Q1 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.