OMIC
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Old Mission Investment Co’s Southern Company SO Stock Holding History

Old Mission Investment Co’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 		$265K Hold
2,768
– – 0.06% 134
2026
Q1 		$267K Hold
2,768
– – 0.06% 125
2025
Q4 		$241K Hold
2,768
– – 0.06% 120
2025
Q3 		$262K Buy
2,768
+340
+14% +$31.7K 0.06% 115
2025
Q2 		$223K Hold
2,428
– – 0.06% 120
2025
Q1 		$223K Buy
+2,428
New +$210K 0.07% 118
2024
Q4 		– Sell
-2,428
Closed -$219K – 128
2024
Q3 		$219K Buy
+2,428
New +$207K 0.07% 115
2023
Q3 		– Sell
-2,950
Closed -$207K – 117
2023
Q2 		$207K Buy
+2,950
New +$212K 0.08% 112

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 $3.38T AUM 44.17% 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

Old Mission Investment Co's SO Position: Q2 2026 in Review

Old Mission Investment Co held its Southern Company (SO) position steady in Q2 2026 at 2,768 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #134.

Old Mission Investment Co first reported a position in SO in Q2 2023 and has held it in 8 quarters since. The position peaked at $267K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Old Mission Investment Co held 2,768 shares of Southern Company worth $265K as of Q2 2026.
  • Old Mission Investment Co left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.06% of Old Mission Investment Co's portfolio in Q2 2026, its #134 holding.
  • Old Mission Investment Co first reported a position in Southern Company in Q2 2023 and has held it in 8 quarters since.
  • Old Mission Investment Co's Southern Company position peaked at $267K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.