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Matthew Hamilton Rosenberg’s Southern Company SO Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$378K Sell
4,560
-94
-2% -$8.57K 0.07% 140
2026
Q2 		$445K Sell
4,654
-48
-1% -$4.52K 0.08% 117
2026
Q1 		$454K Buy
4,702
+106
+2% +$9.8K 0.09% 101
2025
Q4 		$401K Sell
4,596
-228
-5% -$20.8K 0.08% 110
2025
Q3 		$457K Buy
4,824
+52
+1% +$4.85K 0.1% 95
2025
Q2 		$438K Sell
4,772
-222
-4% -$19.9K 0.1% 90
2025
Q1 		$459K Sell
4,994
-78
-2% -$6.75K 0.12% 84
2024
Q4 		$418K Buy
5,072
+330
+7% +$29K 0.11% 85
2024
Q3 		$428K Sell
4,742
-43
-0.9% -$3.67K 0.11% 85
2024
Q2 		$368K Buy
4,785
+63
+1% +$4.77K 0.11% 93
2024
Q1 		$336K Sell
4,722
-224
-5% -$15.5K 0.1% 107
2023
Q4 		$347K Sell
4,946
-127
-3% -$8.72K 0.11% 100
2023
Q3 		$328K Sell
5,073
-21
-0.4% -$1.46K 0.11% 97
2023
Q2 		$358K Sell
5,094
-117
-2% -$8.39K 0.12% 93
2023
Q1 		$363K Sell
5,211
-64
-1% -$4.31K 0.12% 97
2022
Q4 		$377K Buy
5,275
+15
+0.3% +$1K 0.13% 97
2022
Q3 		$358K Buy
5,260
+376
+8% +$28.5K 0.14% 93
2022
Q2 		$357K Buy
4,884
+344
+8% +$25.3K 0.13% 97
2022
Q1 		$329K Buy
4,540
+1,217
+37% +$82.4K 0.12% 110
2021
Q4 		$228K Buy
3,323
+809
+32% +$51.6K 0.08% 165
2021
Q3 		$156K Hold
2,514
– – 0.06% 210
2021
Q2 		$152K Hold
2,514
– – 0.08% 183
2021
Q1 		$156K Buy
2,514
+150
+6% +$8.98K 0.09% 162
2020
Q4 		$145K Buy
2,364
+560
+31% +$33.7K 0.09% 158
2020
Q3 		$98K Hold
1,804
– – 0.07% 210
2020
Q2 		$94K Buy
1,804
+353
+24% +$19.6K 0.07% 207
2020
Q1 		$79K Buy
+1,451
New +$91.9K 0.08% 171

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Matthew Hamilton Rosenberg's SO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Southern Company (SO) stake by 2% in Q3 2026, selling an estimated $8.57K and leaving 4,560 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #140.

Matthew Hamilton Rosenberg first reported a position in SO in Q1 2020 and has held it in 27 quarters since. The position peaked at $459K in Q1 2025. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,560 shares of Southern Company worth $378K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 94 Southern Company shares in Q3 2026, an estimated $8.57K.
  • Southern Company made up 0.07% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #140 holding.
  • Matthew Hamilton Rosenberg first reported a position in Southern Company in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Southern Company position peaked at $459K in Q1 2025.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.