Ostrum Asset Management’s Southern Company SO Stock Holding History

Ostrum Asset 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 Q1	$277K	Buy	2,866 +2,310	+415%	+$214K	0.02%	454
2025 Q4	$48.5K	Sell	556 -558	-50%	-$50.9K	﹤0.01%	565
2025 Q3	$106K	Sell	1,114 -36	-3%	-$3.36K	﹤0.01%	542
2025 Q2	$106K	Sell	1,150 -34	-3%	-$3.05K	﹤0.01%	539
2025 Q1	$109K	Sell	1,184 -32	-3%	-$2.77K	0.01%	565
2024 Q4	$100K	Sell	1,216 -52	-4%	-$4.56K	0.01%	587
2024 Q3	$114K	Buy	1,268 +16	+1%	+$1.37K	0.01%	550
2024 Q2	$97.1K	Sell	1,252 -98	-7%	-$7.43K	0.01%	592
2024 Q1	$96.8K	Hold	1,350	–	–	0.01%	603
2023 Q4	$94.7K	Buy	1,350 +6	+0.4%	+$412	0.01%	591
2023 Q3	$87K	Sell	1,344 -4,296	-76%	-$298K	0.01%	637
2023 Q2	$396K	Buy	5,640 +5	+0.1%	+$359	0.03%	469
2023 Q1	$392K	Buy	+5,635	New	+$379K	0.03%	466

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ostrum Asset Management's SO Position: Q1 2026 in Review

Ostrum Asset Management increased its Southern Company (SO) stake by 415% in Q1 2026, buying an estimated $214K and bringing the position to 2,866 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #454.

Ostrum Asset Management first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $396K in Q2 2023. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Ostrum Asset Management held 2,866 shares of Southern Company worth $277K as of Q1 2026.
Ostrum Asset Management bought 2,310 Southern Company shares in Q1 2026, an estimated $214K.
Southern Company made up 0.02% of Ostrum Asset Management's portfolio in Q1 2026, its #454 holding.
Ostrum Asset Management first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Southern Company position peaked at $396K in Q2 2023.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.