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Great Lakes Retirement’s Southern Company SO Stock Holding History

Great Lakes Retirement’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 		$4.23M Buy
44,148
+4,431
+11% +$417K 0.38% 62
2026
Q1 		$3.83M Buy
39,717
+1,537
+4% +$142K 0.4% 54
2025
Q4 		$3.33M Buy
38,180
+1,312
+4% +$120K 0.35% 60
2025
Q3 		$3.49M Buy
36,868
+2,297
+7% +$214K 0.38% 57
2025
Q2 		$3.17M Buy
34,571
+1,829
+6% +$164K 0.38% 56
2025
Q1 		$3.01M Buy
32,742
+776
+2% +$67.2K 0.39% 54
2024
Q4 		$2.63M Sell
31,966
-50
-0.2% -$4.39K 0.34% 63
2024
Q3 		$2.89M Buy
32,016
+12,914
+68% +$1.1M 0.37% 60
2024
Q2 		$1.48M Buy
19,102
+2,542
+15% +$193K 0.2% 98
2024
Q1 		$1.19M Buy
+16,560
New +$1.14M 0.18% 120

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

Great Lakes Retirement's SO Position: Q2 2026 in Review

Great Lakes Retirement increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $417K and bringing the position to 44,148 shares worth $4.23M. The position accounts for 0.38% of the portfolio, ranked #62.

Great Lakes Retirement first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Great Lakes Retirement held 44,148 shares of Southern Company worth $4.23M as of Q2 2026.
  • Great Lakes Retirement bought 4,431 Southern Company shares in Q2 2026, an estimated $417K.
  • Southern Company made up 0.38% of Great Lakes Retirement's portfolio in Q2 2026, its #62 holding.
  • Great Lakes Retirement first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.