McGowan Group Asset Management’s Southern Company SO Stock Holding History

McGowan Group Asset 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	$470K	Buy	4,907 +34	+0.7%	+$3.2K	0.06%	85
2026 Q1	$470K	Buy	4,873 +1	+0%	+$93	0.06%	82
2025 Q4	$425K	Buy	4,872 +29	+0.6%	+$2.65K	0.05%	83
2025 Q3	$459K	Buy	4,843 +85	+2%	+$7.93K	0.06%	80
2025 Q2	$437K	Buy	4,758 +2	+0%	+$180	0.06%	89
2025 Q1	$437K	Buy	4,756 +76	+2%	+$6.58K	0.06%	83
2024 Q4	$385K	Buy	4,680 +2	+0%	+$175	0.05%	94
2024 Q3	$422K	Buy	4,678 +1	+0%	+$85	0.06%	85
2024 Q2	$363K	Buy	4,677 +45	+1%	+$3.41K	0.05%	91
2024 Q1	$332K	Buy	4,632 +3	+0.1%	+$207	0.05%	99
2023 Q4	$325K	Buy	4,629 +2	+0%	+$137	0.05%	101
2023 Q3	$299K	Buy	4,627 +102	+2%	+$7.08K	0.05%	100
2023 Q2	$318K	Buy	4,525 +43	+1%	+$3.08K	0.05%	110
2023 Q1	$312K	Buy	4,482 +46	+1%	+$3.1K	0.05%	106
2022 Q4	$317K	Buy	4,436 +42	+1%	+$2.81K	0.05%	103
2022 Q3	$299K	Buy	4,394 +36	+0.8%	+$2.73K	0.05%	90
2022 Q2	$311K	Buy	4,358 +1	+0%	+$73	0.05%	92
2022 Q1	$316K	Buy	4,357 +1	+0%	+$68	0.05%	95
2021 Q4	$299K	Buy	4,356 +1	+0%	+$64	0.05%	98
2021 Q3	$270K	Sell	4,355 -1,099	-20%	-$70.8K	0.05%	93
2021 Q2	$330K	Buy	+5,454	New	+$349K	0.05%	88

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

McGowan Group Asset Management's SO Position: Q2 2026 in Review

McGowan Group Asset Management increased its Southern Company (SO) stake by 0.7% in Q2 2026, buying an estimated $3.2K and bringing the position to 4,907 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #85.

McGowan Group Asset Management first reported a position in SO in Q2 2021 and has held it in 21 quarters since. The position peaked at $470K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

McGowan Group Asset Management held 4,907 shares of Southern Company worth $470K as of Q2 2026.
McGowan Group Asset Management bought 34 Southern Company shares in Q2 2026, an estimated $3.2K.
Southern Company made up 0.06% of McGowan Group Asset Management's portfolio in Q2 2026, its #85 holding.
McGowan Group Asset Management first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
McGowan Group Asset Management's Southern Company position peaked at $470K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.