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Picton Mahoney Asset Management’s Southern Company SO Stock Holding History

Picton Mahoney 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 		$3.75M Sell
39,173
-75,271
-66% -$7.09M 0.03% 410
2026
Q1 		$11M Buy
+114,444
New +$10.6M 0.08% 219

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

Picton Mahoney Asset Management's SO Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Southern Company (SO) stake by 66% in Q2 2026, selling an estimated $7.09M and leaving 39,173 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #410.

Picton Mahoney Asset Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $11M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Picton Mahoney Asset Management held 39,173 shares of Southern Company worth $3.75M as of Q2 2026.
  • Picton Mahoney Asset Management sold 75,271 Southern Company shares in Q2 2026, an estimated $7.09M.
  • Southern Company made up 0.03% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #410 holding.
  • Picton Mahoney Asset Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Picton Mahoney Asset Management's Southern Company position peaked at $11M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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