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Patrick M. Sweeney & Associates’s Southern Company SO Stock Holding History

Patrick M. Sweeney & Associates’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 		$241K Buy
2,513
+150
+6% +$14.1K 0.14% 158
2026
Q1 		$228K Hold
2,363
– – 0.15% 154
2025
Q4 		$206K Buy
2,363
+70
+3% +$6.39K 0.13% 157
2025
Q3 		$217K Hold
2,293
– – 0.14% 152
2025
Q2 		$210K Hold
2,293
– – 0.14% 151
2025
Q1 		$211K Buy
+2,293
New +$198K 0.16% 143
2024
Q4 		– Sell
-2,293
Closed -$207K – 153
2024
Q3 		$207K Buy
+2,293
New +$196K 0.15% 149

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

Patrick M. Sweeney & Associates's SO Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Southern Company (SO) stake by 6.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 2,513 shares worth $241K. The position accounts for 0.14% of the portfolio, ranked #158.

Patrick M. Sweeney & Associates first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Patrick M. Sweeney & Associates held 2,513 shares of Southern Company worth $241K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up 0.14% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #158 holding.
  • Patrick M. Sweeney & Associates first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.