Marietta Investment Partners’s Southern Company SO Stock Holding History

Marietta Investment Partners’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	$2.57M	Buy	26,828 +390	+1%	+$36.7K	0.44%	62
2026 Q1	$2.55M	Buy	26,438 +3,570	+16%	+$330K	0.51%	60
2025 Q4	$1.99M	Sell	22,868 -16,634	-42%	-$1.52M	0.4%	63
2025 Q3	$3.74M	Buy	39,502 +2,456	+7%	+$229K	0.72%	38
2025 Q2	$3.4M	Buy	37,046 +15,152	+69%	+$1.36M	0.74%	38
2025 Q1	$2.01M	Buy	21,894 +17,866	+444%	+$1.55M	0.49%	54
2024 Q4	$332K	Buy	+4,028	New	+$353K	0.07%	133
2020 Q2	–	Sell	-9,060	Closed	-$491K	–	139
2020 Q1	$491K	Buy	9,060 +2,030	+29%	+$129K	0.21%	79
2019 Q4	$448K	Hold	7,030	–	–	0.15%	104
2019 Q3	$434K	Buy	+7,030	New	+$407K	0.15%	100

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 $3.38T AUM 44.17% 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

Marietta Investment Partners's SO Position: Q2 2026 in Review

Marietta Investment Partners increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $36.7K and bringing the position to 26,828 shares worth $2.57M. The position accounts for 0.44% of the portfolio, ranked #62.

Marietta Investment Partners first reported a position in SO in Q3 2019 and has held it in 10 quarters since. The position peaked at $3.74M in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Marietta Investment Partners held 26,828 shares of Southern Company worth $2.57M as of Q2 2026.
Marietta Investment Partners bought 390 Southern Company shares in Q2 2026, an estimated $36.7K.
Southern Company made up 0.44% of Marietta Investment Partners's portfolio in Q2 2026, its #62 holding.
Marietta Investment Partners first reported a position in Southern Company in Q3 2019 and has held it in 10 quarters since.
Marietta Investment Partners's Southern Company position peaked at $3.74M in Q3 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.