Investors Asset Management of Georgia’s Southern Company SO Stock Holding History

Investors Asset Management of Georgia’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	$287K	Sell	3,002 -29	-1%	-$2.73K	0.1%	163
2026 Q1	$293K	Buy	3,031 +29	+1%	+$2.68K	0.12%	152
2025 Q4	$262K	Hold	3,002	–	–	0.11%	155
2025 Q3	$285K	Hold	3,002	–	–	0.12%	145
2025 Q2	$276K	Hold	3,002	–	–	0.13%	135
2025 Q1	$276K	Hold	3,002	–	–	0.14%	132
2024 Q4	$247K	Hold	3,002	–	–	0.12%	138
2024 Q3	$271K	Sell	3,002 -124	-4%	-$10.6K	0.13%	136
2024 Q2	$242K	Hold	3,126	–	–	0.12%	137
2024 Q1	$224K	Hold	3,126	–	–	0.11%	140
2023 Q4	$219K	Buy	+3,126	New	+$215K	0.11%	139
2023 Q3	–	Sell	-3,126	Closed	-$220K	–	169
2023 Q2	$220K	Sell	3,126 -152	-5%	-$10.9K	0.11%	146
2023 Q1	$228K	Sell	3,278 -167	-5%	-$11.2K	0.12%	149
2022 Q4	$246K	Hold	3,445	–	–	0.13%	148
2022 Q3	$234K	Buy	3,445 +152	+5%	+$11.5K	0.12%	154
2022 Q2	$235K	Hold	3,293	–	–	0.12%	143
2022 Q1	$239K	Hold	3,293	–	–	0.12%	155
2021 Q4	$226K	Sell	3,293 -115	-3%	-$7.33K	0.11%	158
2021 Q3	$211K	Sell	3,408 -249	-7%	-$16K	0.11%	155
2021 Q2	$221K	Buy	3,657 +114	+3%	+$7.29K	0.12%	149
2021 Q1	$220K	Hold	3,543	–	–	0.13%	146
2020 Q4	$218K	Buy	+3,543	New	+$213K	0.15%	128
2020 Q1	–	Sell	-8,076	Closed	-$514K	–	152
2019 Q4	$514K	Hold	8,076	–	–	0.31%	76
2019 Q3	$499K	Buy	8,076 +233	+3%	+$13.5K	0.32%	77
2019 Q2	$434K	Hold	7,843	–	–	0.29%	83
2019 Q1	$405K	Hold	7,843	–	–	0.28%	82
2018 Q4	$344K	Buy	7,843 +150	+2%	+$6.82K	0.28%	90
2018 Q3	$335K	Sell	7,693 -150	-2%	-$6.91K	0.23%	110
2018 Q2	$363K	Buy	7,843 +50	+0.6%	+$2.24K	0.27%	99
2018 Q1	$348K	Sell	7,793 -150	-2%	-$6.66K	0.26%	101
2017 Q4	$382K	Hold	7,943	–	–	0.27%	92
2017 Q3	$390K	Sell	7,943 -700	-8%	-$33.9K	0.29%	90
2017 Q2	$414K	Hold	8,643	–	–	0.29%	81
2017 Q1	$430K	Hold	8,643	–	–	0.3%	77
2016 Q4	$425K	Buy	8,643 +1,188	+16%	+$58.4K	0.31%	72
2016 Q3	$382K	Sell	7,455 -25	-0.3%	-$1.32K	0.29%	80
2016 Q2	$401K	Hold	7,480	–	–	0.31%	72
2016 Q1	$387K	Sell	7,480 -225	-3%	-$11K	0.32%	73
2015 Q4	$361K	Hold	7,705	–	–	0.3%	76
2015 Q3	$344K	Hold	7,705	–	–	0.31%	77
2015 Q2	$323K	Sell	7,705 -125	-2%	-$5.45K	0.28%	83
2015 Q1	$347K	Hold	7,830	–	–	0.29%	82
2014 Q4	$385K	Buy	+7,830	New	+$370K	0.33%	75

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

Investors Asset Management of Georgia's SO Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Southern Company (SO) stake by 0.96% in Q2 2026, selling an estimated $2.73K and leaving 3,002 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #163.

Investors Asset Management of Georgia first reported a position in SO in Q4 2014 and has held it in 43 quarters since. The position peaked at $514K in Q4 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Investors Asset Management of Georgia held 3,002 shares of Southern Company worth $287K as of Q2 2026.
Investors Asset Management of Georgia sold 29 Southern Company shares in Q2 2026, an estimated $2.73K.
Southern Company made up 0.1% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #163 holding.
Investors Asset Management of Georgia first reported a position in Southern Company in Q4 2014 and has held it in 43 quarters since.
Investors Asset Management of Georgia's Southern Company position peaked at $514K in Q4 2019.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.