McLean Asset Management’s Southern Company SO Stock Holding History

McLean 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	$731K	Sell	7,729 -50	-0.6%	-$4.71K	0.1%	78
2026 Q1	$751K	Buy	7,779 +25	+0.3%	+$2.31K	0.13%	71
2025 Q4	$686K	Sell	7,754 -22	-0.3%	-$2.01K	0.12%	78
2025 Q3	$743K	Sell	7,776 -18	-0.2%	-$1.68K	0.15%	76
2025 Q2	$710K	Buy	7,794 +65	+0.8%	+$5.84K	0.19%	69
2025 Q1	$671K	Sell	7,729 -128	-2%	-$11.1K	0.22%	58
2024 Q4	$647K	Buy	7,857 +2	+0%	+$175	0.19%	66
2024 Q3	$709K	Buy	7,855 +1	+0%	+$85	0.21%	62
2024 Q2	$616K	Buy	7,854 +216	+3%	+$16.4K	0.2%	64
2024 Q1	$539K	Buy	7,638 +15	+0.2%	+$1.03K	0.18%	65
2023 Q4	$546K	Sell	7,623 -2	-0%	-$137	0.2%	61
2023 Q3	$507K	Hold	7,625	–	–	0.21%	61
2023 Q2	$536K	Buy	7,625 +4	+0.1%	+$287	0.21%	57
2023 Q1	$530K	Sell	7,621 -77	-1%	-$5.18K	0.22%	55
2022 Q4	$550K	Buy	7,698 +16	+0.2%	+$1.07K	0.19%	60
2022 Q3	$493K	Hold	7,682	–	–	0.19%	58
2022 Q2	$549K	Buy	7,682 +20	+0.3%	+$1.47K	0.22%	51
2022 Q1	$556K	Buy	7,662 +27	+0.4%	+$1.83K	0.41%	45
2021 Q4	$517K	Sell	7,635 -83	-1%	-$5.29K	0.2%	53
2021 Q3	$488K	Buy	+7,718	New	+$497K	0.19%	56

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

McLean Asset Management's SO Position: Q2 2026 in Review

McLean Asset Management reduced its Southern Company (SO) stake by 0.64% in Q2 2026, selling an estimated $4.71K and leaving 7,729 shares worth $731K. The position accounts for 0.1% of the portfolio, ranked #78.

McLean Asset Management first reported a position in SO in Q3 2021 and has held it in 20 quarters since. The position peaked at $751K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

McLean Asset Management held 7,729 shares of Southern Company worth $731K as of Q2 2026.
McLean Asset Management sold 50 Southern Company shares in Q2 2026, an estimated $4.71K.
Southern Company made up 0.1% of McLean Asset Management's portfolio in Q2 2026, its #78 holding.
McLean Asset Management first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
McLean Asset Management's Southern Company position peaked at $751K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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