MIFH
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Migdal Insurance & Financial Holdings’s Southern Company SO Stock Holding History

Migdal Insurance & Financial Holdings’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 		$19.9K Sell
208
-248
-54% -$23.3K ﹤0.01% 320
2026
Q1 		$44K Buy
456
+97
+27% +$8.97K ﹤0.01% 304
2025
Q4 		$31K Buy
+359
New +$32.8K ﹤0.01% 298
2025
Q1 		– Sell
-192
Closed -$16K – 480
2024
Q4 		$16K Buy
+192
New +$16.8K ﹤0.01% 295
2022
Q3 		– Sell
-1,960
Closed -$140K – 602
2022
Q2 		$140K Buy
1,960
+275
+16% +$20.2K ﹤0.01% 269
2022
Q1 		$122K Sell
1,685
-129
-7% -$8.74K ﹤0.01% 326
2021
Q4 		$124K Buy
1,814
+80
+5% +$5.1K ﹤0.01% 338
2021
Q3 		$107K Buy
1,734
+305
+21% +$19.6K ﹤0.01% 346
2021
Q2 		$86K Buy
1,429
+211
+17% +$13.5K ﹤0.01% 421
2021
Q1 		$76K Buy
+1,218
New +$72.9K ﹤0.01% 500
2020
Q4 		– Sell
-1,317
Closed -$71K – 722
2020
Q3 		$71K Sell
1,317
-157
-11% -$8.39K ﹤0.01% 521
2020
Q2 		$76K Sell
1,474
-9
-0.6% -$500 ﹤0.01% 456
2020
Q1 		$80K Sell
1,483
-2,349
-61% -$149K ﹤0.01% 420
2019
Q4 		$244K Buy
3,832
+248
+7% +$15.4K ﹤0.01% 378
2019
Q3 		$221K Buy
3,584
+281
+9% +$16.3K ﹤0.01% 456
2019
Q2 		$183K Buy
3,303
+871
+36% +$46.6K ﹤0.01% 486
2019
Q1 		$126K Buy
2,432
+1,712
+238% +$83.9K ﹤0.01% 481
2018
Q4 		$32K Sell
720
-99
-12% -$4.5K ﹤0.01% 592
2018
Q3 		$36K Sell
819
-173
-17% -$7.97K ﹤0.01% 717
2018
Q2 		$46K Sell
992
-68
-6% -$3.04K ﹤0.01% 655
2018
Q1 		$47K Buy
1,060
+266
+34% +$11.8K ﹤0.01% 445
2017
Q4 		$38K Sell
794
-64,309
-99% -$3.28M ﹤0.01% 433
2017
Q3 		$5.06M Buy
65,103
+64,674
+15,076% +$3.14M 0.12% 122
2017
Q2 		$21K Buy
429
+7
+2% +$351 ﹤0.01% 415
2017
Q1 		$21K Buy
422
+227
+116% +$11.2K ﹤0.01% 417
2016
Q4 		$10K Buy
+195
New +$9.58K ﹤0.01% 393

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

Migdal Insurance & Financial Holdings's SO Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings reduced its Southern Company (SO) stake by 54% in Q2 2026, selling an estimated $23.3K and leaving 208 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Migdal Insurance & Financial Holdings first reported a position in SO in Q4 2016 and has held it in 26 quarters since. The position peaked at $5.06M in Q3 2017. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Migdal Insurance & Financial Holdings held 208 shares of Southern Company worth $19.9K as of Q2 2026.
  • Migdal Insurance & Financial Holdings sold 248 Southern Company shares in Q2 2026, an estimated $23.3K.
  • Southern Company made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #320 holding.
  • Migdal Insurance & Financial Holdings first reported a position in Southern Company in Q4 2016 and has held it in 26 quarters since.
  • Migdal Insurance & Financial Holdings's Southern Company position peaked at $5.06M in Q3 2017.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.