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 Q2	$178K	Sell	1,864 -1,002	-35%	-$94.3K	0.01%	526
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ostrum Asset Management's SO Position: Q2 2026 in Review

Ostrum Asset Management reduced its Southern Company (SO) stake by 35% in Q2 2026, selling an estimated $94.3K and leaving 1,864 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #526.

Ostrum Asset Management first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $396K in Q2 2023. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Ostrum Asset Management held 1,864 shares of Southern Company worth $178K as of Q2 2026.
Ostrum Asset Management sold 1,002 Southern Company shares in Q2 2026, an estimated $94.3K.
Southern Company made up 0.01% of Ostrum Asset Management's portfolio in Q2 2026, its #526 holding.
Ostrum Asset Management first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
Ostrum Asset Management's Southern Company position peaked at $396K in Q2 2023.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.