Marco Investment Management’s Southern Company SO Stock Holding History

Marco Investment 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	$954K	Hold	9,966	–	–	0.06%	123
2026 Q1	$962K	Sell	9,966 -20	-0.2%	-$1.85K	0.07%	118
2025 Q4	$871K	Sell	9,986 -21	-0.2%	-$1.92K	0.07%	122
2025 Q3	$948K	Sell	10,007 -227	-2%	-$21.2K	0.07%	118
2025 Q2	$940K	Buy	10,234 +113	+1%	+$10.1K	0.08%	117
2025 Q1	$931K	Buy	10,121 +18	+0.2%	+$1.56K	0.09%	120
2024 Q4	$832K	Sell	10,103 -24	-0.2%	-$2.11K	0.07%	120
2024 Q3	$913K	Sell	10,127 -8	-0.1%	-$683	0.08%	119
2024 Q2	$786K	Sell	10,135 -24	-0.2%	-$1.82K	0.07%	120
2024 Q1	$729K	Buy	10,159 +22	+0.2%	+$1.52K	0.07%	124
2023 Q4	$711K	Buy	10,137 +262	+3%	+$18K	0.07%	121
2023 Q3	$639K	Sell	9,875 -1,381	-12%	-$95.8K	0.07%	125
2023 Q2	$791K	Sell	11,256 -2,376	-17%	-$170K	0.09%	124
2023 Q1	$949K	Buy	13,632 +199	+1%	+$13.4K	0.11%	118
2022 Q4	$959K	Buy	13,433 +13	+0.1%	+$869	0.11%	115
2022 Q3	$913K	Hold	13,420	–	–	0.12%	113
2022 Q2	$957K	Buy	13,420 +3,500	+35%	+$257K	0.11%	115
2022 Q1	$719K	Hold	9,920	–	–	0.07%	138
2021 Q4	$680K	Buy	9,920 +2,557	+35%	+$163K	0.07%	137
2021 Q3	$456K	Hold	7,363	–	–	0.05%	154
2021 Q2	$446K	Buy	7,363 +40	+0.5%	+$2.56K	0.05%	151
2021 Q1	$455K	Hold	7,323	–	–	0.06%	140
2020 Q4	$450K	Buy	7,323 +520	+8%	+$31.3K	0.06%	134
2020 Q3	$369K	Hold	6,803	–	–	0.06%	134
2020 Q2	$353K	Hold	6,803	–	–	0.06%	131
2020 Q1	$368K	Sell	6,803 -301	-4%	-$19.1K	0.08%	124
2019 Q4	$453K	Sell	7,104 -200	-3%	-$12.4K	0.07%	135
2019 Q3	$451K	Hold	7,304	–	–	0.08%	132
2019 Q2	$404K	Sell	7,304 -1,600	-18%	-$85.7K	0.07%	135
2019 Q1	$460K	Sell	8,904 -473	-5%	-$23.2K	0.09%	130
2018 Q4	$412K	Sell	9,377 -3	-0%	-$136	0.08%	139
2018 Q3	$409K	Buy	9,380 +5	+0.1%	+$230	0.06%	149
2018 Q2	$434K	Buy	9,375 +496	+6%	+$22.2K	0.07%	147
2018 Q1	$397K	Sell	8,879 -225	-2%	-$9.99K	0.06%	147
2017 Q4	$438K	Hold	9,104	–	–	0.07%	142
2017 Q3	$447K	Hold	9,104	–	–	0.07%	147
2017 Q2	$436K	Hold	9,104	–	–	0.07%	144
2017 Q1	$453K	Sell	9,104 -1,150	-11%	-$56.8K	0.08%	138
2016 Q4	$504K	Hold	10,254	–	–	0.09%	132
2016 Q3	$526K	Sell	10,254 -2,040	-17%	-$107K	0.09%	130
2016 Q2	$659K	Sell	12,294 -100	-0.8%	-$5.03K	0.12%	128
2016 Q1	$641K	Hold	12,394	–	–	0.09%	125
2015 Q4	$580K	Buy	12,394 +100	+0.8%	+$4.53K	0.11%	128
2015 Q3	$550K	Buy	12,294 +1,000	+9%	+$43.9K	0.11%	129
2015 Q2	$473K	Buy	11,294 +2,700	+31%	+$118K	0.08%	140
2015 Q1	$381K	Hold	8,594	–	–	0.07%	149
2014 Q4	$422K	Hold	8,594	–	–	0.05%	145
2014 Q3	$375K	Hold	8,594	–	–	0.05%	148
2014 Q2	$390K	Hold	8,594	–	–	0.07%	138
2014 Q1	$378K	Sell	8,594 -8,500	-50%	-$356K	0.08%	137
2013 Q4	$703K	Sell	17,094 -250	-1%	-$10.3K	0.04%	103
2013 Q3	$714K	Hold	17,344	–	–	0.16%	104
2013 Q2	$765K	Buy	+17,344	New	+$798K	0.22%	75

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

Marco Investment Management's SO Position: Q2 2026 in Review

Marco Investment Management held its Southern Company (SO) position steady in Q2 2026 at 9,966 shares worth $954K. The position accounts for 0.06% of the portfolio, ranked #123.

Marco Investment Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $962K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Marco Investment Management held 9,966 shares of Southern Company worth $954K as of Q2 2026.
Marco Investment Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.06% of Marco Investment Management's portfolio in Q2 2026, its #123 holding.
Marco Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Marco Investment Management's Southern Company position peaked at $962K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.