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M Holdings Securities’s Southern Company SO Stock Holding History

M Holdings Securities’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 		– Sell
-24,753
Closed -$2.35M – 262
2026
Q1 		$2.35M Buy
24,753
+85
+0.3% +$7.86K 0.16% 115
2025
Q4 		$2.15M Buy
24,668
+11,966
+94% +$1.09M 0.15% 121
2025
Q3 		$1.2M Buy
+12,702
New +$1.19M 0.25% 50
2024
Q3 		– Sell
-6,853
Closed -$535K – 266
2024
Q2 		$535K Buy
+6,853
New +$519K 0.07% 151
2023
Q3 		– Sell
-6,853
Closed -$481K – 286
2023
Q2 		$481K Sell
6,853
-2,417
-26% -$173K 0.1% 113
2023
Q1 		$641K Sell
9,270
-15
-0.2% -$1.01K 0.07% 210
2022
Q4 		$668K Hold
9,285
– – 0.07% 205
2022
Q3 		$631K Buy
9,285
+80
+0.9% +$6.06K 0.07% 204
2022
Q2 		$656K Sell
9,205
-259
-3% -$19K 0.07% 206
2022
Q1 		$686K Buy
+9,464
New +$641K 0.05% 242
2021
Q2 		– Sell
-8,225
Closed -$511K – 434
2021
Q1 		$511K Buy
+8,225
New +$492K 0.05% 287
2019
Q2 		– Sell
-20,526
Closed -$1.06M – 317
2019
Q1 		$1.06M Buy
+20,526
New +$1.01M 0.25% 106
2018
Q4 		– Sell
-6,014
Closed -$262K – 356
2018
Q3 		$262K Buy
6,014
+260
+5% +$12K 0.07% 289
2018
Q2 		$266K Buy
5,754
+1,225
+27% +$54.8K 0.07% 286
2018
Q1 		$202K Buy
+4,529
New +$201K 0.06% 305
2014
Q4 		– Sell
-3,920
Closed -$171K – 393
2014
Q3 		$171K Buy
+3,920
New +$172K 0.1% 204
2014
Q2 		– Sell
-5,141
Closed -$226K – 204
2014
Q1 		$226K Sell
5,141
-954
-16% -$40K 0.24% 115
2013
Q4 		$251K Buy
+6,095
New +$252K 0.18% 133

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

M Holdings Securities's SO Position: Q2 2026 in Review

M Holdings Securities sold out of Southern Company (SO) in Q2 2026, closing a stake of 24,753 shares — an estimated $2.35M sold.

M Holdings Securities first reported a position in SO in Q4 2013 and held it in 18 quarters. The position peaked at $2.35M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • M Holdings Securities reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 24,753 Southern Company shares in Q2 2026, an estimated $2.35M.
  • M Holdings Securities first reported a position in Southern Company in Q4 2013 and held it in 18 quarters.
  • M Holdings Securities's Southern Company position peaked at $2.35M in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.