MIM
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MTM Investment Management’s Southern Company SO Stock Holding History

MTM Investment Management’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 		$4.18M Buy
43,669
+22
+0.1% +$2.07K 1.19% 18
2026
Q1 		$4.21M Buy
43,647
+21
+0% +$1.94K 1.33% 17
2025
Q4 		$3.8M Sell
43,626
-1
-0% -$91 1.21% 16
2025
Q3 		$4.13M Buy
43,627
+30
+0.1% +$2.8K 1.31% 15
2025
Q2 		$4M Sell
43,597
-344
-0.8% -$30.9K 1.34% 17
2025
Q1 		$4.03M Buy
43,941
+30
+0.1% +$2.6K 1.56% 14
2024
Q4 		$3.61M Sell
43,911
-41
-0.1% -$3.6K 1.39% 16
2024
Q3 		$3.97M Buy
43,952
+30
+0.1% +$2.56K 1.55% 13
2024
Q2 		$3.41M Buy
43,922
+33
+0.1% +$2.5K 1.4% 16
2024
Q1 		$3.15M Buy
43,889
+37
+0.1% +$2.55K 1.3% 19
2023
Q4 		$3.07M Buy
43,852
+36
+0.1% +$2.47K 1.41% 16
2023
Q3 		$2.84M Buy
43,816
+38
+0.1% +$2.64K 1.43% 17
2023
Q2 		$3.08M Buy
43,778
+35
+0.1% +$2.51K 1.5% 15
2023
Q1 		$3.04M Buy
43,743
+37
+0.1% +$2.49K 1.56% 15
2022
Q4 		$3.12M Buy
43,706
+35
+0.1% +$2.34K 1.62% 14
2022
Q3 		$2.97M Sell
43,671
-391
-0.9% -$29.6K 1.69% 13
2022
Q2 		$3.22M Buy
44,062
+31
+0.1% +$2.28K 1.74% 13
2022
Q1 		$3.19M Buy
44,031
+129
+0.3% +$8.74K 1.55% 12
2021
Q4 		$3.01M Buy
43,902
+27
+0.1% +$1.72K 1.43% 13
2021
Q3 		$2.72M Buy
43,875
+554
+1% +$35.7K 1.48% 15
2021
Q2 		$2.62M Buy
43,321
+26
+0.1% +$1.66K 1.37% 18
2021
Q1 		$2.69M Sell
43,295
-97
-0.2% -$5.81K 1.52% 14
2020
Q4 		$2.67M Buy
+43,392
New +$2.61M 1.65% 12

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

MTM Investment Management's SO Position: Q2 2026 in Review

MTM Investment Management increased its Southern Company (SO) stake by 0.05% in Q2 2026, buying an estimated $2.07K and bringing the position to 43,669 shares worth $4.18M. The position accounts for 1.19% of the portfolio, ranked #18.

MTM Investment Management first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.21M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MTM Investment Management held 43,669 shares of Southern Company worth $4.18M as of Q2 2026.
  • MTM Investment Management bought 22 Southern Company shares in Q2 2026, an estimated $2.07K.
  • Southern Company made up 1.19% of MTM Investment Management's portfolio in Q2 2026, its #18 holding.
  • MTM Investment Management first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Southern Company position peaked at $4.21M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.