Logan Capital Management’s Southern Company SO Stock Holding History

Logan 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	$1.05K	Buy	+11	New	+$1.04K	﹤0.01%	411
2025 Q4	–	Sell	-116	Closed	-$11K	–	442
2025 Q3	$11K	Sell	116 -105	-48%	-$9.8K	﹤0.01%	346
2025 Q2	$20.3K	Hold	221	–	–	﹤0.01%	332
2025 Q1	$20.3K	Hold	221	–	–	﹤0.01%	373
2024 Q4	$18.2K	Buy	221 +11	+5%	+$965	﹤0.01%	380
2024 Q3	$18.9K	Hold	210	–	–	﹤0.01%	379
2024 Q2	$16.3K	Hold	210	–	–	﹤0.01%	378
2024 Q1	$15.1K	Hold	210	–	–	﹤0.01%	385
2023 Q4	$14.7K	Sell	210 -210	-50%	-$14.4K	﹤0.01%	397
2023 Q3	$27.2K	Hold	420	–	–	﹤0.01%	371
2023 Q2	$29.5K	Hold	420	–	–	﹤0.01%	363
2023 Q1	$29.2K	Hold	420	–	–	﹤0.01%	373
2022 Q4	$30K	Sell	420 -280	-40%	-$18.7K	﹤0.01%	376
2022 Q3	$48K	Sell	700 -64	-8%	-$4.85K	﹤0.01%	348
2022 Q2	$54K	Hold	764	–	–	﹤0.01%	345
2022 Q1	$55K	Hold	764	–	–	﹤0.01%	359
2021 Q4	$52K	Buy	764 +64	+9%	+$4.08K	﹤0.01%	361
2021 Q3	$43K	Hold	700	–	–	﹤0.01%	369
2021 Q2	$42K	Sell	700 -850	-55%	-$54.4K	﹤0.01%	363
2021 Q1	$96K	Buy	+1,550	New	+$92.8K	﹤0.01%	310

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

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

Logan Capital Management opened a new position in Southern Company (SO) in Q2 2026: 11 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in SO as recently as Q3 2025.

Logan Capital Management first reported a position in SO in Q1 2021 and has held it in 20 quarters since. The position peaked at $96K in Q1 2021. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Logan Capital Management held 11 shares of Southern Company worth $1.05K as of Q2 2026.
Southern Company was a new Logan Capital Management position in Q2 2026.
Southern Company made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #411 holding.
Logan Capital Management first reported a position in Southern Company in Q1 2021 and has held it in 20 quarters since.
Logan Capital Management's Southern Company position peaked at $96K in Q1 2021.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.