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NEOS Investment Management’s Southern Company SO Stock Holding History

NEOS 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 		$17.3M Buy
180,235
+20,070
+13% +$1.89M 0.06% 199
2026
Q1 		$15.5M Buy
160,165
+6,789
+4% +$628K 0.08% 190
2025
Q4 		$13.4M Buy
153,376
+24,743
+19% +$2.26M 0.08% 194
2025
Q3 		$12.2M Buy
128,633
+25,235
+24% +$2.36M 0.09% 179
2025
Q2 		$9.5M Buy
103,398
+21,390
+26% +$1.92M 0.12% 157
2025
Q1 		$7.54M Buy
82,008
+15,008
+22% +$1.3M 0.14% 151
2024
Q4 		$5.52M Buy
67,000
+16,076
+32% +$1.41M 0.13% 147
2024
Q3 		$4.59M Buy
50,924
+10,556
+26% +$902K 0.14% 139
2024
Q2 		$3.13M Buy
40,368
+12,948
+47% +$981K 0.13% 145
2024
Q1 		$1.97M Buy
27,420
+11,957
+77% +$825K 0.12% 158
2023
Q4 		$1.08M Buy
15,463
+4,304
+39% +$296K 0.1% 179
2023
Q3 		$722K Buy
+11,159
New +$774K 0.09% 181

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

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

NEOS Investment Management increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $1.89M and bringing the position to 180,235 shares worth $17.3M. The position accounts for 0.06% of the portfolio, ranked #199.

NEOS Investment Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • NEOS Investment Management held 180,235 shares of Southern Company worth $17.3M as of Q2 2026.
  • NEOS Investment Management bought 20,070 Southern Company shares in Q2 2026, an estimated $1.89M.
  • Southern Company made up 0.06% of NEOS Investment Management's portfolio in Q2 2026, its #199 holding.
  • NEOS Investment Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.