Jump Financial’s Southern Company SO Stock Holding History

Jump Financial’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	$3.44M	Buy	35,900 +26,468	+281%	+$2.49M	0.03%	663
2026 Q1	$910K	Buy	+9,432	New	+$873K	0.01%	972
2025 Q4	–	Sell	-27,200	Closed	-$2.58M	–	2267
2025 Q3	$2.58M	Buy	27,200 +20,852	+328%	+$1.95M	0.03%	646
2025 Q2	$583K	Sell	6,348 -11,233	-64%	-$1.01M	0.01%	1180
2025 Q1	$1.62M	Sell	17,581 -4,162	-19%	-$360K	0.02%	653
2024 Q4	$1.79M	Sell	21,743 -9,788	-31%	-$859K	0.04%	550
2024 Q3	$2.84M	Buy	31,531 +21,541	+216%	+$1.84M	0.06%	387
2024 Q2	$775K	Buy	+9,990	New	+$757K	0.02%	940
2023 Q4	–	Sell	-9,587	Closed	-$620K	–	2211
2023 Q3	$620K	Buy	+9,587	New	+$665K	0.02%	902
2023 Q1	–	Sell	-9,208	Closed	-$658K	–	2024
2022 Q4	$658K	Sell	9,208 -91,123	-91%	-$6.09M	0.03%	667
2022 Q3	$6.82M	Buy	+100,331	New	+$7.6M	0.27%	70
2021 Q3	–	Sell	-4,344	Closed	-$263K	–	1472
2021 Q2	$263K	Buy	+4,344	New	+$278K	0.03%	723

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

Jump Financial's SO Position: Q2 2026 in Review

Jump Financial increased its Southern Company (SO) stake by 281% in Q2 2026, buying an estimated $2.49M and bringing the position to 35,900 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #663.

Jump Financial first reported a position in SO in Q2 2021 and has held it in 12 quarters since. The position peaked at $6.82M in Q3 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Jump Financial held 35,900 shares of Southern Company worth $3.44M as of Q2 2026.
Jump Financial bought 26,468 Southern Company shares in Q2 2026, an estimated $2.49M.
Southern Company made up 0.03% of Jump Financial's portfolio in Q2 2026, its #663 holding.
Jump Financial first reported a position in Southern Company in Q2 2021 and has held it in 12 quarters since.
Jump Financial's Southern Company position peaked at $6.82M in Q3 2022.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.