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Monetary Management Group’s Southern Company SO Stock Holding History

Monetary Management Group’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 		$908K Hold
9,407
– – 0.22% 101
2025
Q4 		$820K Hold
9,407
– – 0.19% 108
2025
Q3 		$892K Sell
9,407
-200
-2% -$18.7K 0.2% 95
2025
Q2 		$882K Hold
9,607
– – 0.22% 101
2025
Q1 		$883K Hold
9,607
– – 0.24% 97
2024
Q4 		$791K Hold
9,607
– – 0.21% 100
2024
Q3 		$866K Buy
9,607
+31
+0.3% +$2.65K 0.22% 96
2024
Q2 		$743K Hold
9,576
– – 0.2% 106
2024
Q1 		$687K Sell
9,576
-300
-3% -$20.7K 0.19% 112
2023
Q4 		$693K Hold
9,876
– – 0.22% 104
2023
Q3 		$639K Hold
9,876
– – 0.21% 104
2023
Q2 		$694K Hold
9,876
– – 0.21% 103
2023
Q1 		$687K Sell
9,876
-500
-5% -$33.7K 0.2% 104
2022
Q4 		$741K Hold
10,376
– – 0.23% 101
2022
Q3 		$706K Hold
10,376
– – 0.23% 98
2022
Q2 		$740K Hold
10,376
– – 0.23% 89
2022
Q1 		$752K Hold
10,376
– – 0.2% 102
2021
Q4 		$712K Hold
10,376
– – 0.18% 102
2021
Q3 		$643K Buy
10,376
+3,650
+54% +$235K 0.18% 104
2021
Q2 		$407K Hold
6,726
– – 0.12% 137
2021
Q1 		$418K Buy
6,726
+126
+2% +$7.54K 0.13% 129
2020
Q4 		$405K Hold
6,600
– – 0.13% 123
2020
Q3 		$358K Hold
6,600
– – 0.13% 122
2020
Q2 		$342K Hold
6,600
– – 0.13% 115
2020
Q1 		$357K Sell
6,600
-200
-3% -$12.7K 0.16% 106
2019
Q4 		$433K Sell
6,800
-126
-2% -$7.81K 0.16% 122
2019
Q3 		$428K Buy
6,926
+900
+15% +$52.2K 0.16% 123
2019
Q2 		$333K Hold
6,026
– – 0.13% 133
2019
Q1 		$311K Hold
6,026
– – 0.12% 135
2018
Q4 		$265K Hold
6,026
– – 0.12% 131
2018
Q3 		$263K Sell
6,026
-200
-3% -$9.22K 0.1% 133
2018
Q2 		$288K Sell
6,226
-150
-2% -$6.71K 0.12% 132
2018
Q1 		$285K Sell
6,376
-2,500
-28% -$111K 0.12% 129
2017
Q4 		$427K Hold
8,876
– – 0.17% 106
2017
Q3 		$436K Buy
8,876
+100
+1% +$4.85K 0.18% 104
2017
Q2 		$420K Hold
8,776
– – 0.17% 113
2017
Q1 		$437K Sell
8,776
-500
-5% -$24.7K 0.19% 98
2016
Q4 		$456K Hold
9,276
– – 0.21% 97
2016
Q3 		$476K Hold
9,276
– – 0.22% 92
2016
Q2 		$497K Hold
9,276
– – 0.23% 93
2016
Q1 		$480K Hold
9,276
– – 0.23% 86
2015
Q4 		$434K Sell
9,276
-100
-1% -$4.53K 0.21% 96
2015
Q3 		$419K Buy
9,376
+2,250
+32% +$98.7K 0.21% 98
2015
Q2 		$299K Sell
7,126
-950
-12% -$41.4K 0.13% 131
2015
Q1 		$358K Hold
8,076
– – 0.16% 116
2014
Q4 		$397K Buy
8,076
+1,125
+16% +$53.1K 0.18% 107
2014
Q3 		$303K Hold
6,951
– – 0.14% 130
2014
Q2 		$315K Buy
6,951
+525
+8% +$23.2K 0.15% 125
2014
Q1 		$282K Sell
6,426
-750
-10% -$31.4K 0.13% 130
2013
Q4 		$295K Buy
7,176
+400
+6% +$16.5K 0.14% 130
2013
Q3 		$279K Sell
6,776
-3,100
-31% -$134K 0.15% 127
2013
Q2 		$435K Buy
+9,876
New +$454K 0.24% 108

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

Monetary Management Group's SO Position: Q1 2026 in Review

Monetary Management Group held its Southern Company (SO) position steady in Q1 2026 at 9,407 shares worth $908K. The position accounts for 0.22% of the portfolio, ranked #101.

Monetary Management Group first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Monetary Management Group held 9,407 shares of Southern Company worth $908K as of Q1 2026.
  • Monetary Management Group left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.22% of Monetary Management Group's portfolio in Q1 2026, its #101 holding.
  • Monetary Management Group first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.