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Madden Securities’s Southern Company SO Stock Holding History

Madden 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 		$335K Sell
3,500
-25
-0.7% -$2.35K 0.09% 104
2026
Q1 		$340K Hold
3,525
– – 0.1% 95
2025
Q4 		$307K Sell
3,525
-50
-1% -$4.57K 0.09% 98
2025
Q3 		$339K Sell
3,575
-83
-2% -$7.75K 0.1% 94
2025
Q2 		$336K Sell
3,658
-3,092
-46% -$278K 0.11% 92
2025
Q1 		$621K Sell
6,750
-2,500
-27% -$216K 0.24% 76
2024
Q4 		$761K Sell
9,250
-46
-0.5% -$4.04K 0.3% 67
2024
Q3 		$838K Hold
9,296
– – 0.36% 61
2024
Q2 		$721K Hold
9,296
– – 0.32% 62
2024
Q1 		$667K Hold
9,296
– – 0.31% 64
2023
Q4 		$652K Sell
9,296
-100
-1% -$6.87K 0.35% 54
2023
Q3 		$608K Sell
9,396
-75
-0.8% -$5.21K 0.34% 52
2023
Q2 		$665K Sell
9,471
-2,700
-22% -$194K 0.34% 55
2023
Q1 		$847K Sell
12,171
-3,225
-21% -$217K 0.45% 46
2022
Q4 		$1.1M Sell
15,396
-50
-0.3% -$3.34K 0.58% 42
2022
Q3 		$1.05M Sell
15,446
-215
-1% -$16.3K 0.63% 42
2022
Q2 		$1.12M Sell
15,661
-235
-1% -$17.3K 0.61% 45
2022
Q1 		$1.15M Sell
15,896
-7,500
-32% -$508K 0.52% 48
2021
Q4 		$1.6M Sell
23,396
-50
-0.2% -$3.19K 0.75% 44
2021
Q3 		$1.45M Sell
23,446
-20
-0.1% -$1.29K 0.79% 43
2021
Q2 		$1.42M Buy
23,466
+3,450
+17% +$221K 0.74% 42
2021
Q1 		$1.24M Buy
20,016
+450
+2% +$26.9K 0.73% 40
2020
Q4 		$1.2M Sell
19,566
-1,010
-5% -$60.7K 0.77% 42
2020
Q3 		$1.12M Buy
20,576
+1,571
+8% +$84K 0.83% 34
2020
Q2 		$985K Buy
+19,005
New +$1.06M 0.88% 36
2019
Q4 		$1.35M Buy
+21,100
New +$1.31M 1.35% 20

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 $3.37T AUM 44.26% 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

Madden Securities's SO Position: Q2 2026 in Review

Madden Securities reduced its Southern Company (SO) stake by 0.71% in Q2 2026, selling an estimated $2.35K and leaving 3,500 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #104.

Madden Securities first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.6M in Q4 2021. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Madden Securities held 3,500 shares of Southern Company worth $335K as of Q2 2026.
  • Madden Securities sold 25 Southern Company shares in Q2 2026, an estimated $2.35K.
  • Southern Company made up 0.09% of Madden Securities's portfolio in Q2 2026, its #104 holding.
  • Madden Securities first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Madden Securities's Southern Company position peaked at $1.6M in Q4 2021.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.