Mizuho Securities USA’s Southern Company SO Stock Holding History

Mizuho Securities USA’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	–	Sell	-66,567	Closed	-$6.43M	–	715
2026 Q1	$6.43M	Sell	66,567 -13,608	-17%	-$1.26M	0.15%	142
2025 Q4	$7.31M	Buy	80,175 +55	+0.1%	+$5.02K	0.12%	143
2025 Q3	$7.4M	Buy	80,120 +4,163	+5%	+$389K	0.15%	127
2025 Q2	$6.98M	Sell	75,957 -11,774	-13%	-$1.06M	0.15%	136
2025 Q1	$8.07M	Sell	87,731 -16,115	-16%	-$1.4M	0.17%	114
2024 Q4	$8.55M	Buy	103,846 +32,943	+46%	+$2.89M	0.16%	118
2024 Q3	$6.39M	Sell	70,903 -13,408	-16%	-$1.15M	0.14%	132
2024 Q2	$6.54M	Buy	+84,311	New	+$6.39M	0.14%	129
2018 Q1	–	Sell	-50,000	Closed	-$2.4M	–	190
2017 Q4	$2.4M	Sell	50,000 -25,000	-33%	-$1.27M	0.13%	47
2017 Q3	$3.69M	Buy	+75,000	New	+$3.64M	0.19%	36

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

Mizuho Securities USA's SO Position: Q2 2026 in Review

Mizuho Securities USA sold out of Southern Company (SO) in Q2 2026, closing a stake of 66,567 shares — an estimated $6.43M sold.

Mizuho Securities USA first reported a position in SO in Q3 2017 and held it in 10 quarters. The position peaked at $8.55M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mizuho Securities USA reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Mizuho Securities USA sold 66,567 Southern Company shares in Q2 2026, an estimated $6.43M.
Mizuho Securities USA first reported a position in Southern Company in Q3 2017 and held it in 10 quarters.
Mizuho Securities USA's Southern Company position peaked at $8.55M in Q4 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.