Paradigm Asset Management’s Southern Company SO Stock Holding History

Paradigm 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	$278K	Buy	+2,900	New	+$273K	0.06%	242
2020 Q4	–	Sell	-13,400	Closed	-$727K	–	447
2020 Q3	$727K	Sell	13,400 -2,300	-15%	-$123K	0.23%	192
2020 Q2	$814K	Sell	15,700 -3,150	-17%	-$175K	0.25%	151
2020 Q1	$1.02M	Hold	18,850	–	–	0.39%	81
2019 Q4	$1.2M	Buy	18,850 +2,450	+15%	+$152K	0.36%	99
2019 Q3	$1.01M	Sell	16,400 -3,900	-19%	-$226K	0.33%	119
2019 Q2	$1.12M	Buy	+20,300	New	+$1.09M	0.32%	166

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

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

Paradigm Asset Management opened a new position in Southern Company (SO) in Q2 2026: 2,900 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #242 among its holdings. This is a return to the name: Paradigm Asset Management previously reported a position in SO as recently as Q3 2020.

Paradigm Asset Management first reported a position in SO in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2019. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Paradigm Asset Management held 2,900 shares of Southern Company worth $278K as of Q2 2026.
Southern Company was a new Paradigm Asset Management position in Q2 2026.
Southern Company made up 0.06% of Paradigm Asset Management's portfolio in Q2 2026, its #242 holding.
Paradigm Asset Management first reported a position in Southern Company in Q2 2019 and has held it in 7 quarters since.
Paradigm Asset Management's Southern Company position peaked at $1.2M in Q4 2019.
2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Paradigm Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.