J. Safra Asset Management’s Southern Company SO Stock Holding History

J. Safra Asset 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	$29.6K	Hold	309	–	–	﹤0.01%	296
2026 Q1	$29.8K	Hold	309	–	–	﹤0.01%	286
2025 Q4	$26.9K	Buy	+309	New	+$28.2K	﹤0.01%	306
2022 Q3	–	Sell	-93	Closed	-$1K	–	89
2022 Q2	$1K	Sell	93 -2	-2%	-$147	0.02%	33
2022 Q1	$1K	Buy	+95	New	+$6.43K	0.02%	42
2016 Q3	–	Sell	-606	Closed	-$32K	–	223
2016 Q2	$32K	Sell	606 -12,461	-95%	-$627K	0.05%	141
2016 Q1	$676K	Sell	13,067 -1,265	-9%	-$61.6K	0.55%	40
2015 Q4	$671K	Buy	+14,332	New	+$650K	0.51%	46

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

J. Safra Asset Management's SO Position: Q2 2026 in Review

J. Safra Asset Management held its Southern Company (SO) position steady in Q2 2026 at 309 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

J. Safra Asset Management first reported a position in SO in Q4 2015 and has held it in 8 quarters since. The position peaked at $676K in Q1 2016. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

J. Safra Asset Management held 309 shares of Southern Company worth $29.6K as of Q2 2026.
J. Safra Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #296 holding.
J. Safra Asset Management first reported a position in Southern Company in Q4 2015 and has held it in 8 quarters since.
J. Safra Asset Management's Southern Company position peaked at $676K in Q1 2016.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.