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J.M. Forbes & Co’s Southern Company SO Stock Holding History

J.M. Forbes & Co’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 		$238K Hold
2,488
– – 0.02% 149
2026
Q1 		$240K Hold
2,488
– – 0.02% 138
2025
Q4 		$217K Hold
2,488
– – 0.02% 137
2025
Q3 		$236K Buy
2,488
+16
+0.6% +$1.49K 0.02% 133
2025
Q2 		$227K Hold
2,472
– – 0.02% 136
2025
Q1 		$227K Hold
2,472
– – 0.02% 136
2024
Q4 		$203K Hold
2,472
– – 0.02% 139
2024
Q3 		$223K Buy
+2,472
New +$211K 0.02% 135

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

J.M. Forbes & Co's SO Position: Q2 2026 in Review

J.M. Forbes & Co held its Southern Company (SO) position steady in Q2 2026 at 2,488 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #149.

J.M. Forbes & Co first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $240K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • J.M. Forbes & Co held 2,488 shares of Southern Company worth $238K as of Q2 2026.
  • J.M. Forbes & Co left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #149 holding.
  • J.M. Forbes & Co first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • J.M. Forbes & Co's Southern Company position peaked at $240K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.