iA Global Asset Management’s Southern Company SO Stock Holding History

iA Global Asset 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	$17.9M	Hold	186,800	–	–	0.21%	94
2026 Q1	$18M	Hold	186,800	–	–	0.26%	83
2025 Q4	$16.3M	Sell	186,800 -24,378	-12%	-$2.23M	0.21%	103
2025 Q3	$20M	Sell	211,178 -16,724	-7%	-$1.56M	0.27%	74
2025 Q2	$20.9M	Buy	227,902 +9,154	+4%	+$822K	0.31%	67
2025 Q1	$20.1M	Sell	218,748 -89,781	-29%	-$7.77M	0.35%	59
2024 Q4	$25.4M	Sell	308,529 -15,516	-5%	-$1.36M	0.45%	45
2024 Q3	$29.2M	Buy	324,045 +17,245	+6%	+$1.47M	0.51%	43
2024 Q2	$23.8M	Buy	+306,800	New	+$23.2M	0.45%	47

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

iA Global Asset Management's SO Position: Q2 2026 in Review

iA Global Asset Management held its Southern Company (SO) position steady in Q2 2026 at 186,800 shares worth $17.9M. The position accounts for 0.21% of the portfolio, ranked #94.

iA Global Asset Management first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.2M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

iA Global Asset Management held 186,800 shares of Southern Company worth $17.9M as of Q2 2026.
iA Global Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.21% of iA Global Asset Management's portfolio in Q2 2026, its #94 holding.
iA Global Asset Management first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
iA Global Asset Management's Southern Company position peaked at $29.2M in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.