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Monetary Solutions’s Southern Company SO Stock Holding History

Monetary Solutions’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 		$238K Hold
2,483
– – 0.2% 57
2026
Q1 		$240K Hold
2,483
– – 0.23% 50
2025
Q4 		$217K Buy
+2,483
New +$227K 0.21% 52

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monetary Solutions's SO Position: Q2 2026 in Review

Monetary Solutions held its Southern Company (SO) position steady in Q2 2026 at 2,483 shares worth $238K. The position accounts for 0.2% of the portfolio, ranked #57.

Monetary Solutions first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q1 2026. 1,987 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Monetary Solutions held 2,483 shares of Southern Company worth $238K as of Q2 2026.
  • Monetary Solutions left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.2% of Monetary Solutions's portfolio in Q2 2026, its #57 holding.
  • Monetary Solutions first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Southern Company position peaked at $240K in Q1 2026.
  • 1,987 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.