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PCM Encore’s Southern Company SO Stock Holding History

PCM Encore’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 		$871K Sell
9,101
-94
-1% -$8.85K 0.15% 124
2026
Q1 		$888K Buy
9,195
+674
+8% +$62.3K 0.18% 107
2025
Q4 		$743K Buy
+8,521
New +$778K 0.16% 124

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

PCM Encore's SO Position: Q2 2026 in Review

PCM Encore reduced its Southern Company (SO) stake by 1% in Q2 2026, selling an estimated $8.85K and leaving 9,101 shares worth $871K. The position accounts for 0.15% of the portfolio, ranked #124.

PCM Encore first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $888K in Q1 2026. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PCM Encore held 9,101 shares of Southern Company worth $871K as of Q2 2026.
  • PCM Encore sold 94 Southern Company shares in Q2 2026, an estimated $8.85K.
  • Southern Company made up 0.15% of PCM Encore's portfolio in Q2 2026, its #124 holding.
  • PCM Encore first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • PCM Encore's Southern Company position peaked at $888K in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PCM Encore's 13F filing for Q2 2026, filed 11 Aug 2026.