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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

iSAM Funds (UK)'s SO Position: Q1 2026 in Review

iSAM Funds (UK) opened a new position in Southern Company (SO) in Q1 2026: 24,837 shares worth $2.4M. The stake represents 1.18% of the portfolio and ranks #10 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in SO as recently as Q3 2025.

iSAM Funds (UK) first reported a position in SO in Q1 2023 and has held it in 6 quarters since. The position peaked at $4.73M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

iSAM Funds (UK) held 24,837 shares of Southern Company worth $2.4M as of Q1 2026.
Southern Company was a new iSAM Funds (UK) position in Q1 2026.
Southern Company made up 1.18% of iSAM Funds (UK)'s portfolio in Q1 2026, its #10 holding.
iSAM Funds (UK) first reported a position in Southern Company in Q1 2023 and has held it in 6 quarters since.
iSAM Funds (UK)'s Southern Company position peaked at $4.73M in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.