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Meadowbrook Advisors Group’s Southern Company SO Stock Holding History

Meadowbrook Advisors Group’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 		$1.06M Sell
11,075
-8,901
-45% -$838K 0.57% 56
2026
Q1 		$1.93M Sell
19,976
-2,048
-9% -$189K 1.15% 30
2025
Q4 		$1.92M Buy
+22,024
New +$2.01M 1.08% 33

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

Meadowbrook Advisors Group's SO Position: Q2 2026 in Review

Meadowbrook Advisors Group reduced its Southern Company (SO) stake by 45% in Q2 2026, selling an estimated $838K and leaving 11,075 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #56.

Meadowbrook Advisors Group first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.93M in Q1 2026. 2,346 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Meadowbrook Advisors Group held 11,075 shares of Southern Company worth $1.06M as of Q2 2026.
  • Meadowbrook Advisors Group sold 8,901 Southern Company shares in Q2 2026, an estimated $838K.
  • Southern Company made up 0.57% of Meadowbrook Advisors Group's portfolio in Q2 2026, its #56 holding.
  • Meadowbrook Advisors Group first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Meadowbrook Advisors Group's Southern Company position peaked at $1.93M in Q1 2026.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Meadowbrook Advisors Group's 13F filing for Q2 2026, filed 7 Aug 2026.