Mawer Investment Management
SO icon

Mawer Investment Management’s Southern Company SO Stock Holding History

Mawer 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 		$289M Sell
3,023,312
-398,445
-12% -$37.5M 1.97% 19
2026
Q1 		$330M Buy
3,421,757
+1,653,984
+94% +$153M 2.14% 15
2025
Q4 		$154M Buy
1,767,773
+969,493
+121% +$88.5M 0.86% 33
2025
Q3 		$75.7M Sell
798,280
-38,200
-5% -$3.57M 0.39% 51
2025
Q2 		$76.8M Sell
836,480
-49,211
-6% -$4.42M 0.39% 54
2025
Q1 		$81.4M Sell
885,691
-31,583
-3% -$2.73M 0.39% 54
2024
Q4 		$75.5M Sell
917,274
-168,901
-16% -$14.8M 0.34% 57
2024
Q3 		$98M Buy
1,086,175
+139,712
+15% +$11.9M 0.45% 47
2024
Q2 		$73.4M Sell
946,463
-12,720
-1% -$964K 0.35% 52
2024
Q1 		$68.8M Buy
959,183
+146,111
+18% +$10.1M 0.32% 57
2023
Q4 		$57M Buy
813,072
+12,849
+2% +$882K 0.29% 61
2023
Q3 		$51.8M Sell
800,223
-14,697
-2% -$1.02M 0.28% 68
2023
Q2 		$57.2M Sell
814,920
-6,387
-0.8% -$458K 0.3% 61
2023
Q1 		$57.1M Buy
821,307
+2,068
+0.3% +$139K 0.31% 59
2022
Q4 		$58.5M Buy
819,239
+5,174
+0.6% +$346K 0.33% 57
2022
Q3 		$55.4M Buy
814,065
+139,287
+21% +$10.6M 0.34% 54
2022
Q2 		$48.1M Buy
674,778
+953
+0.1% +$70K 0.27% 62
2022
Q1 		$48.9M Buy
673,825
+4,675
+0.7% +$317K 0.23% 66
2021
Q4 		$45.9M Buy
669,150
+115,528
+21% +$7.37M 0.21% 69
2021
Q3 		$34.3M Buy
553,622
+1,878
+0.3% +$121K 0.16% 82
2021
Q2 		$33.4M Buy
+551,744
New +$35.3M 0.17% 81

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

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

Mawer Investment Management reduced its Southern Company (SO) stake by 12% in Q2 2026, selling an estimated $37.5M and leaving 3,023,312 shares worth $289M. The position accounts for 1.97% of the portfolio, ranked #19.

Mawer Investment Management first reported a position in SO in Q2 2021 and has held it in 21 quarters since. The position peaked at $330M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mawer Investment Management held 3,023,312 shares of Southern Company worth $289M as of Q2 2026.
  • Mawer Investment Management sold 398,445 Southern Company shares in Q2 2026, an estimated $37.5M.
  • Southern Company made up 1.97% of Mawer Investment Management's portfolio in Q2 2026, its #19 holding.
  • Mawer Investment Management first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • Mawer Investment Management's Southern Company position peaked at $330M in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.