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MJP Associates’s Southern Company SO Stock Holding History

MJP Associates’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 		$305K Sell
3,184
-983
-24% -$92.5K 0.03% 165
2026
Q1 		$402K Buy
4,167
+275
+7% +$25.4K 0.05% 135
2025
Q4 		$339K Sell
3,892
-210
-5% -$19.2K 0.04% 178
2025
Q3 		$389K Buy
4,102
+1,018
+33% +$95K 0.05% 160
2025
Q2 		$283K Buy
3,084
+320
+12% +$28.7K 0.04% 189
2025
Q1 		$254K Buy
2,764
+159
+6% +$13.8K 0.05% 179
2024
Q4 		$214K Buy
2,605
+133
+5% +$11.7K 0.04% 217
2024
Q3 		$223K Buy
+2,472
New +$211K 0.04% 194
2023
Q3 		– Sell
-7,621
Closed -$535K – 189
2023
Q2 		$535K Sell
7,621
-892
-10% -$64K 0.18% 71
2023
Q1 		$592K Buy
8,513
+542
+7% +$36.5K 0.18% 58
2022
Q4 		$569K Buy
7,971
+832
+12% +$55.6K 0.17% 66
2022
Q3 		$485K Buy
7,139
+704
+11% +$53.3K 0.15% 64
2022
Q2 		$459K Buy
6,435
+1,949
+43% +$143K 0.13% 70
2022
Q1 		$325K Buy
4,486
+1,115
+33% +$75.5K 0.08% 102
2021
Q4 		$230K Buy
+3,371
New +$215K 0.07% 140

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 $3.38T AUM 44.17% 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

MJP Associates's SO Position: Q2 2026 in Review

MJP Associates reduced its Southern Company (SO) stake by 24% in Q2 2026, selling an estimated $92.5K and leaving 3,184 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #165.

MJP Associates first reported a position in SO in Q4 2021 and has held it in 15 quarters since. The position peaked at $592K in Q1 2023. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MJP Associates held 3,184 shares of Southern Company worth $305K as of Q2 2026.
  • MJP Associates sold 983 Southern Company shares in Q2 2026, an estimated $92.5K.
  • Southern Company made up 0.03% of MJP Associates's portfolio in Q2 2026, its #165 holding.
  • MJP Associates first reported a position in Southern Company in Q4 2021 and has held it in 15 quarters since.
  • MJP Associates's Southern Company position peaked at $592K in Q1 2023.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.