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Osmosis Investment Management UK’s Southern Company SO Stock Holding History

Osmosis Investment Management UK’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 		$8.53M Sell
89,127
-191,040
-68% -$18M 0.4% 59
2026
Q1 		$27M Buy
280,167
+201,774
+257% +$18.7M 0.73% 24
2025
Q4 		$6.84M Buy
+78,393
New +$7.16M 0.17% 135

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

Osmosis Investment Management UK's SO Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Southern Company (SO) stake by 68% in Q2 2026, selling an estimated $18M and leaving 89,127 shares worth $8.53M. The position accounts for 0.4% of the portfolio, ranked #59.

Osmosis Investment Management UK first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $27M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Osmosis Investment Management UK held 89,127 shares of Southern Company worth $8.53M as of Q2 2026.
  • Osmosis Investment Management UK sold 191,040 Southern Company shares in Q2 2026, an estimated $18M.
  • Southern Company made up 0.4% of Osmosis Investment Management UK's portfolio in Q2 2026, its #59 holding.
  • Osmosis Investment Management UK first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Southern Company position peaked at $27M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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