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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
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 $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

MJP Associates's SO Position: Q1 2026 in Review

MJP Associates increased its Southern Company (SO) stake by 7.1% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,167 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #135.

MJP Associates first reported a position in SO in Q4 2021 and has held it in 14 quarters since. The position peaked at $592K in Q1 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • MJP Associates held 4,167 shares of Southern Company worth $402K as of Q1 2026.
  • MJP Associates bought 275 Southern Company shares in Q1 2026, an estimated $25.4K.
  • Southern Company made up 0.05% of MJP Associates's portfolio in Q1 2026, its #135 holding.
  • MJP Associates first reported a position in Southern Company in Q4 2021 and has held it in 14 quarters since.
  • MJP Associates's Southern Company position peaked at $592K in Q1 2023.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.