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Mendel Money Management’s Southern Company SO Stock Holding History

Mendel Money 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 		$873K Sell
9,119
-655
-7% -$61.7K 0.32% 80
2026
Q1 		$943K Sell
9,774
-300
-3% -$27.8K 0.39% 77
2025
Q4 		$878K Sell
10,074
-10
-0.1% -$913 0.37% 83
2025
Q3 		$956K Sell
10,084
-5
-0% -$467 0.4% 70
2025
Q2 		$926K Sell
10,089
-100
-1% -$8.98K 0.41% 65
2025
Q1 		$937K Buy
10,189
+33
+0.3% +$2.86K 0.44% 64
2024
Q4 		$836K Sell
10,156
-35
-0.3% -$3.07K 0.37% 66
2024
Q3 		$919K Hold
10,191
– – 0.4% 67
2024
Q2 		$791K Buy
10,191
+90
+0.9% +$6.82K 0.37% 65
2024
Q1 		$725K Buy
10,101
+418
+4% +$28.9K 0.34% 72
2023
Q4 		$679K Buy
9,683
+70
+0.7% +$4.81K 0.33% 70
2023
Q3 		$622K Buy
9,613
+1,100
+13% +$76.3K 0.33% 67
2023
Q2 		$598K Buy
8,513
+160
+2% +$11.5K 0.31% 65
2023
Q1 		$581K Buy
8,353
+37
+0.4% +$2.49K 0.31% 67
2022
Q4 		$594K Buy
8,316
+15
+0.2% +$1K 0.34% 65
2022
Q3 		$564K Buy
8,301
+2,175
+36% +$165K 0.35% 60
2022
Q2 		$437K Sell
6,126
-1,970
-24% -$145K 0.26% 68
2022
Q1 		$587K Buy
+8,096
New +$548K 0.29% 69

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

Mendel Money Management's SO Position: Q2 2026 in Review

Mendel Money Management reduced its Southern Company (SO) stake by 6.7% in Q2 2026, selling an estimated $61.7K and leaving 9,119 shares worth $873K. The position accounts for 0.32% of the portfolio, ranked #80.

Mendel Money Management first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $956K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mendel Money Management held 9,119 shares of Southern Company worth $873K as of Q2 2026.
  • Mendel Money Management sold 655 Southern Company shares in Q2 2026, an estimated $61.7K.
  • Southern Company made up 0.32% of Mendel Money Management's portfolio in Q2 2026, its #80 holding.
  • Mendel Money Management first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Mendel Money Management's Southern Company position peaked at $956K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.