Pinnacle West Asset Management’s Southern Company SO Stock Holding History

Pinnacle West 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	$491K	Hold	5,125	–	–	0.34%	71
2026 Q1	$495K	Sell	5,125 -185	-3%	-$17.1K	0.34%	76
2025 Q4	$463K	Sell	5,310 -100	-2%	-$9.13K	0.3%	79
2025 Q3	$513K	Buy	5,410 +15	+0.3%	+$1.4K	0.33%	75
2025 Q2	$495K	Sell	5,395 -10	-0.2%	-$898	0.34%	76
2025 Q1	$497K	Hold	5,405	–	–	0.36%	74
2024 Q4	$445K	Hold	5,405	–	–	0.32%	77
2024 Q3	$487K	Hold	5,405	–	–	0.35%	76
2024 Q2	$419K	Buy	5,405 +50	+0.9%	+$3.79K	0.33%	78
2024 Q1	$384K	Buy	5,355 +20	+0.4%	+$1.38K	0.3%	79
2023 Q4	$374K	Buy	5,335 +190	+4%	+$13K	0.32%	80
2023 Q3	$333K	Buy	5,145 +170	+3%	+$11.8K	0.33%	78
2023 Q2	$349K	Sell	4,975 -50	-1%	-$3.59K	0.34%	81
2023 Q1	$350K	Buy	+5,025	New	+$338K	0.37%	81

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

Pinnacle West Asset Management's SO Position: Q2 2026 in Review

Pinnacle West Asset Management held its Southern Company (SO) position steady in Q2 2026 at 5,125 shares worth $491K. The position accounts for 0.34% of the portfolio, ranked #71.

Pinnacle West Asset Management first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $513K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Pinnacle West Asset Management held 5,125 shares of Southern Company worth $491K as of Q2 2026.
Pinnacle West Asset Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.34% of Pinnacle West Asset Management's portfolio in Q2 2026, its #71 holding.
Pinnacle West Asset Management first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
Pinnacle West Asset Management's Southern Company position peaked at $513K in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.