Liberty Capital Management’s Southern Company SO Stock Holding History

Liberty 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	$263K	Buy	+2,744	New	+$258K	0.05%	161
2025 Q4	$239K	Sell	2,744 -12	-0.4%	-$1.1K	0.04%	160
2025 Q3	$261K	Hold	2,756	–	–	0.05%	151
2025 Q2	$253K	Buy	2,756 +314	+13%	+$28.2K	0.05%	151
2025 Q1	$225K	Buy	2,442 +12	+0.5%	+$1.04K	0.05%	155
2024 Q4	$200K	Hold	2,430	–	–	0.04%	156
2024 Q3	$219K	Buy	+2,430	New	+$208K	0.05%	151
2018 Q1	–	Sell	-1,930	Closed	-$87K	–	225
2017 Q4	$87K	Hold	1,930	–	–	0.05%	151
2017 Q3	$101K	Hold	1,930	–	–	0.06%	145
2017 Q2	$91K	Hold	1,930	–	–	0.06%	140
2017 Q1	$96K	Hold	1,930	–	–	0.06%	131
2016 Q4	$96K	Hold	1,930	–	–	0.06%	128
2016 Q3	$96K	Sell	1,930 -8,370	-81%	-$441K	0.06%	130
2016 Q2	$552K	Buy	+10,300	New	+$518K	0.37%	68

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Liberty Capital Management opened a new position in Southern Company (SO) in Q2 2026: 2,744 shares worth $263K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SO as recently as Q4 2025.

Liberty Capital Management first reported a position in SO in Q2 2016 and has held it in 14 quarters since. The position peaked at $552K in Q2 2016. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Liberty Capital Management held 2,744 shares of Southern Company worth $263K as of Q2 2026.
Southern Company was a new Liberty Capital Management position in Q2 2026.
Southern Company made up 0.05% of Liberty Capital Management's portfolio in Q2 2026, its #161 holding.
Liberty Capital Management first reported a position in Southern Company in Q2 2016 and has held it in 14 quarters since.
Liberty Capital Management's Southern Company position peaked at $552K in Q2 2016.
1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.