Osaic Holdings’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
Other funds holding SO
Osaic Holdings's SO Position: Q2 2026 in Review
Osaic Holdings increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $6.72M and bringing the position to 621,416 shares worth $59.5M. The position accounts for 0.07% of the portfolio, ranked #284.
Osaic Holdings first reported a position in SO in Q1 2020 and has held it in 26 quarters since. The position peaked at $69.5M in Q3 2023. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Osaic Holdings held 621,416 shares of Southern Company worth $59.5M as of Q2 2026.
- Osaic Holdings bought 71,414 Southern Company shares in Q2 2026, an estimated $6.72M.
- Southern Company made up 0.07% of Osaic Holdings's portfolio in Q2 2026, its #284 holding.
- Osaic Holdings first reported a position in Southern Company in Q1 2020 and has held it in 26 quarters since.
- Osaic Holdings's Southern Company position peaked at $69.5M in Q3 2023.
- 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.