MAM
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Meeder Asset Management’s Southern Company SO Stock Holding History

Meeder 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
Q1 		$97 Sell
1
-427
-100% -$39.5K ﹤0.01% 855
2025
Q4 		$37.3K Sell
428
-24
-5% -$2.19K ﹤0.01% 443
2025
Q3 		$42.8K Buy
452
+451
+45,100% +$42.1K ﹤0.01% 330
2025
Q2 		$92 Hold
1
– – ﹤0.01% 833
2025
Q1 		$92 Sell
1
-536
-100% -$46.4K ﹤0.01% 892
2024
Q4 		$44.2K Buy
+537
New +$47.1K ﹤0.01% 378
2022
Q4 		– Sell
-20,155
Closed -$1.37M – 1821
2022
Q3 		$1.37M Buy
20,155
+3,050
+18% +$231K 0.08% 195
2022
Q2 		$1.22M Buy
17,105
+3,633
+27% +$267K 0.07% 219
2022
Q1 		$977K Buy
+13,472
New +$912K 0.05% 265
2021
Q4 		– Sell
-12,941
Closed -$802K – 2167
2021
Q3 		$802K Buy
12,941
+1,791
+16% +$115K 0.04% 309
2021
Q2 		$675K Buy
11,150
+1,989
+22% +$127K 0.03% 369
2021
Q1 		$569K Buy
9,161
+3,016
+49% +$181K 0.03% 414
2020
Q4 		$377K Buy
6,145
+1,690
+38% +$102K 0.08% 195
2020
Q3 		$242K Sell
4,455
-6,621
-60% -$354K 0.02% 561
2020
Q2 		$574K Sell
11,076
-49,192
-82% -$2.73M 0.04% 336
2020
Q1 		$3.26M Buy
60,268
+51,562
+592% +$3.27M 0.25% 88
2019
Q4 		$555K Buy
8,706
+7,354
+544% +$456K 0.03% 398
2019
Q3 		$84K Buy
1,352
+84
+7% +$4.87K 0.01% 853
2019
Q2 		$70K Buy
1,268
+1,241
+4,596% +$66.4K ﹤0.01% 853
2019
Q1 		$1K Buy
+27
New +$1.32K ﹤0.01% 1642
2016
Q3 		– Sell
-18,247
Closed -$979K – 929
2016
Q2 		$979K Buy
18,247
+3,757
+26% +$189K 0.09% 241
2016
Q1 		$749K Buy
+14,490
New +$706K 0.07% 276

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Meeder Asset Management's SO Position: Q1 2026 in Review

Meeder Asset Management reduced its Southern Company (SO) stake by 100% in Q1 2026, selling an estimated $39.5K and leaving 1 share worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Meeder Asset Management first reported a position in SO in Q1 2016 and has held it in 22 quarters since. The position peaked at $3.26M in Q1 2020. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Meeder Asset Management held 1 share of Southern Company worth $97 as of Q1 2026.
  • Meeder Asset Management sold 427 Southern Company shares in Q1 2026, an estimated $39.5K.
  • Southern Company made up ﹤0.01% of Meeder Asset Management's portfolio in Q1 2026, its #855 holding.
  • Meeder Asset Management first reported a position in Southern Company in Q1 2016 and has held it in 22 quarters since.
  • Meeder Asset Management's Southern Company position peaked at $3.26M in Q1 2020.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.