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iSAM Funds (UK)’s Southern Company SO Stock Holding History

iSAM Funds (UK)’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 		$967K Sell
10,100
-14,737
-59% -$1.39M 0.68% 37
2026
Q1 		$2.4M Buy
+24,837
New +$2.3M 1.18% 10
2025
Q4 		– Sell
-49,867
Closed -$4.73M – 663
2025
Q3 		$4.73M Buy
+49,867
New +$4.66M 0.97% 9
2025
Q1 		– Sell
-7,253
Closed -$597K – 418
2024
Q4 		$597K Buy
+7,253
New +$636K 0.44% 75
2024
Q3 		– Sell
-4,907
Closed -$381K – 388
2024
Q2 		$381K Buy
+4,907
New +$372K 0.29% 132
2023
Q3 		– Sell
-28,460
Closed -$2M – 322
2023
Q2 		$2M Buy
28,460
+20,975
+280% +$1.5M 1.79% 2
2023
Q1 		$521K Buy
+7,485
New +$504K 0.66% 56

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

iSAM Funds (UK)'s SO Position: Q2 2026 in Review

iSAM Funds (UK) reduced its Southern Company (SO) stake by 59% in Q2 2026, selling an estimated $1.39M and leaving 10,100 shares worth $967K. The position accounts for 0.68% of the portfolio, ranked #37.

iSAM Funds (UK) first reported a position in SO in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.73M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • iSAM Funds (UK) held 10,100 shares of Southern Company worth $967K as of Q2 2026.
  • iSAM Funds (UK) sold 14,737 Southern Company shares in Q2 2026, an estimated $1.39M.
  • Southern Company made up 0.68% of iSAM Funds (UK)'s portfolio in Q2 2026, its #37 holding.
  • iSAM Funds (UK) first reported a position in Southern Company in Q1 2023 and has held it in 7 quarters since.
  • iSAM Funds (UK)'s Southern Company position peaked at $4.73M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.