Pictet Asset Management
SO icon

Pictet Asset Management’s Southern Company SO Stock Holding History

Pictet 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 		$360M Sell
3,766,323
-470,170
-11% -$44.3M 0.34% 63
2026
Q1 		$409M Sell
4,236,493
-28,854
-0.7% -$2.67M 0.43% 46
2025
Q4 		$372M Buy
4,265,347
+255,230
+6% +$23.3M 0.36% 60
2025
Q3 		$380M Buy
4,010,117
+33,586
+0.8% +$3.14M 0.37% 68
2025
Q2 		$365M Buy
3,976,531
+329,738
+9% +$29.6M 0.37% 69
2025
Q1 		$335M Buy
3,646,793
+966,991
+36% +$83.7M 0.37% 73
2024
Q4 		$221M Sell
2,679,802
-242,620
-8% -$21.3M 0.24% 106
2024
Q3 		$264M Sell
2,922,422
-1,258,149
-30% -$107M 0.29% 92
2024
Q2 		$324M Sell
4,180,571
-425,546
-9% -$32.2M 0.37% 64
2024
Q1 		$330M Sell
4,606,117
-748,892
-14% -$51.7M 0.36% 69
2023
Q4 		$375M Sell
5,355,009
-18,606
-0.3% -$1.28M 0.41% 60
2023
Q3 		$348M Buy
+5,373,615
New +$373M 0.43% 58

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 $3.38T AUM 44.17% 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

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

Pictet Asset Management reduced its Southern Company (SO) stake by 11% in Q2 2026, selling an estimated $44.3M and leaving 3,766,323 shares worth $360M. The position accounts for 0.34% of the portfolio, ranked #63.

Pictet Asset Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $409M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pictet Asset Management held 3,766,323 shares of Southern Company worth $360M as of Q2 2026.
  • Pictet Asset Management sold 470,170 Southern Company shares in Q2 2026, an estimated $44.3M.
  • Southern Company made up 0.34% of Pictet Asset Management's portfolio in Q2 2026, its #63 holding.
  • Pictet Asset Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's Southern Company position peaked at $409M in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.