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International Assets Investment Management’s Southern Company SO Stock Holding History

International Assets 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 		$1.46M Buy
15,375
+497
+3% +$46.8K 0.09% 207
2026
Q1 		$1.44M Sell
14,878
-42
-0.3% -$3.88K 0.1% 190
2025
Q4 		$1.3M Buy
14,920
+427
+3% +$39K 0.09% 203
2025
Q3 		$1.34M Hold
14,493
– – 0.11% 183
2025
Q2 		$1.33M Sell
14,493
-1,515
-9% -$136K 0.11% 182
2025
Q1 		$1.47M Buy
16,008
+95
+0.6% +$8.22K 0.13% 152
2024
Q4 		$1.31M Sell
15,913
-752
-5% -$66K 0.11% 175
2024
Q3 		$1.5M Sell
16,665
-332
-2% -$28.4K 0.12% 142
2024
Q2 		$1.32M Buy
16,997
+1,171
+7% +$88.7K 0.12% 151
2024
Q1 		$1.13M Sell
15,826
-1,281
-7% -$88.4K 0.12% 188
2023
Q4 		$1.2M Sell
17,107
-1,625
-9% -$112K 0.15% 148
2023
Q3 		$1.24M Buy
18,732
+2,095
+13% +$145K 0.17% 122
2023
Q2 		$1.17M Buy
16,637
+1,692
+11% +$121K 0.16% 128
2023
Q1 		$1.04M Sell
14,945
-84,690
-85% -$5.7M 0.15% 138
2022
Q4 		$2.4M Buy
99,635
+85,504
+605% +$5.72M 0.25% 87
2022
Q3 		$961K Buy
14,131
+1,486
+12% +$113K 0.21% 111
2022
Q2 		$902K Sell
12,645
-185
-1% -$13.6K 0.08% 131
2022
Q1 		$930K Sell
12,830
-1,319
-9% -$89.3K 0.17% 129
2021
Q4 		$970K Buy
14,149
+1,061
+8% +$67.6K 0.17% 142
2021
Q3 		$811K Sell
13,088
-748
-5% -$48.2K 0.14% 168
2021
Q2 		$837K Sell
13,836
-13,926
-50% -$891K 0.15% 150
2021
Q1 		$1.72M Buy
27,762
+13,589
+96% +$814K 0.16% 132
2020
Q4 		$871K Buy
14,173
+527
+4% +$31.7K 0.16% 125
2020
Q3 		$740K Buy
13,646
+1,284
+10% +$68.6K 0.18% 121
2020
Q2 		$641K Sell
12,362
-230
-2% -$12.8K 0.15% 133
2020
Q1 		$682K Buy
+12,592
New +$798K 0.21% 96

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

International Assets Investment Management's SO Position: Q2 2026 in Review

International Assets Investment Management increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $46.8K and bringing the position to 15,375 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #207.

International Assets Investment Management first reported a position in SO in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.4M in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • International Assets Investment Management held 15,375 shares of Southern Company worth $1.46M as of Q2 2026.
  • International Assets Investment Management bought 497 Southern Company shares in Q2 2026, an estimated $46.8K.
  • Southern Company made up 0.09% of International Assets Investment Management's portfolio in Q2 2026, its #207 holding.
  • International Assets Investment Management first reported a position in Southern Company in Q1 2020 and has held it in 26 quarters since.
  • International Assets Investment Management's Southern Company position peaked at $2.4M in Q4 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.