Jacobsen Capital Management’s Southern Company SO Stock Holding History

Jacobsen Capital 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	$278K	Hold	2,903	–	–	0.08%	94
2026 Q1	$280K	Buy	2,903 +6	+0.2%	+$555	0.09%	86
2025 Q4	$253K	Sell	2,897 -55	-2%	-$5.02K	0.08%	96
2025 Q3	$280K	Buy	2,952 +36	+1%	+$3.36K	0.09%	86
2025 Q2	$268K	Buy	2,916 +448	+18%	+$40.2K	0.1%	90
2025 Q1	$227K	Buy	2,468 +11	+0.4%	+$952	0.1%	88
2024 Q4	$202K	Buy	2,457 +13	+0.5%	+$1.14K	0.09%	93
2024 Q3	$220K	Buy	+2,444	New	+$209K	0.09%	96

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

Jacobsen Capital Management's SO Position: Q2 2026 in Review

Jacobsen Capital Management held its Southern Company (SO) position steady in Q2 2026 at 2,903 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #94.

Jacobsen Capital Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $280K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Jacobsen Capital Management held 2,903 shares of Southern Company worth $278K as of Q2 2026.
Jacobsen Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.08% of Jacobsen Capital Management's portfolio in Q2 2026, its #94 holding.
Jacobsen Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Jacobsen Capital Management's Southern Company position peaked at $280K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.