Murphy & Mullick Capital Management’s Southern Company SO Stock Holding History

Murphy & Mullick Capital 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	$42.9K	Hold	448	–	–	0.03%	323
2026 Q1	$43.2K	Hold	448	–	–	0.03%	302
2025 Q4	$39.1K	Hold	448	–	–	0.03%	329
2025 Q3	$42.5K	Hold	448	–	–	0.03%	302
2025 Q2	$42.3K	Hold	448	–	–	0.03%	286
2025 Q1	$41.2K	Hold	448	–	–	0.04%	282
2024 Q4	$36.9K	Buy	+448	New	+$39.3K	0.03%	293

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Murphy & Mullick Capital Management's SO Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its Southern Company (SO) position steady in Q2 2026 at 448 shares worth $42.9K. The position accounts for 0.03% of the portfolio, ranked #323.

Murphy & Mullick Capital Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.2K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Murphy & Mullick Capital Management held 448 shares of Southern Company worth $42.9K as of Q2 2026.
Murphy & Mullick Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.03% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #323 holding.
Murphy & Mullick Capital Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's Southern Company position peaked at $43.2K in Q1 2026.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.