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Princeton Global Asset Management’s Southern Company SO Stock Holding History

Princeton Global 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 		$275K Sell
2,872
-66
-2% -$6.21K 0.04% 185
2026
Q1 		$284K Sell
2,938
-45
-2% -$4.16K 0.05% 168
2025
Q4 		$260K Buy
2,983
+2
+0.1% +$183 0.04% 172
2025
Q3 		$282K Sell
2,981
-16
-0.5% -$1.49K 0.05% 171
2025
Q2 		$275K Buy
2,997
+412
+16% +$37K 0.05% 169
2025
Q1 		$238K Sell
2,585
-575
-18% -$49.8K 0.05% 173
2024
Q4 		$260K Sell
3,160
-627
-17% -$55K 0.05% 170
2024
Q3 		$342K Buy
3,787
+666
+21% +$56.9K 0.07% 152
2024
Q2 		$242K Buy
3,121
+325
+12% +$24.6K 0.05% 152
2024
Q1 		$201K Sell
2,796
-27
-1% -$1.86K 0.05% 159
2023
Q4 		$198K Buy
2,823
+1,160
+70% +$79.7K 0.05% 163
2023
Q3 		$108K Hold
1,663
– – 0.03% 190
2023
Q2 		$117K Hold
1,663
– – 0.03% 191
2023
Q1 		$116K Buy
1,663
+116
+7% +$7.81K 0.03% 193
2022
Q4 		$110K Hold
1,547
– – 0.04% 181
2022
Q3 		$105K Buy
1,547
+200
+15% +$15.2K 0.04% 183
2022
Q2 		$96K Buy
1,347
+185
+16% +$13.6K 0.03% 203
2022
Q1 		$84K Hold
1,162
– – 0.02% 218
2021
Q4 		$80K Hold
1,162
– – 0.02% 224
2021
Q3 		$72K Hold
1,162
– – 0.02% 229
2021
Q2 		$70K Hold
1,162
– – 0.02% 234
2021
Q1 		$72K Hold
1,162
– – 0.02% 222
2020
Q4 		$71K Buy
1,162
+200
+21% +$12K 0.02% 218
2020
Q3 		$52K Buy
962
+208
+28% +$11.1K 0.02% 214
2020
Q2 		$39K Hold
754
– – 0.01% 274
2020
Q1 		$41K Hold
754
– – 0.02% 243
2019
Q4 		$48K Buy
754
+567
+303% +$35.1K 0.02% 242
2019
Q3 		$12K Hold
187
– – 0.01% 295
2019
Q2 		$10K Hold
187
– – 0.01% 331
2019
Q1 		$9K Buy
+187
New +$9.17K 0.01% 302

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

Princeton Global Asset Management's SO Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Southern Company (SO) stake by 2.2% in Q2 2026, selling an estimated $6.21K and leaving 2,872 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #185.

Princeton Global Asset Management first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $342K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Princeton Global Asset Management held 2,872 shares of Southern Company worth $275K as of Q2 2026.
  • Princeton Global Asset Management sold 66 Southern Company shares in Q2 2026, an estimated $6.21K.
  • Southern Company made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #185 holding.
  • Princeton Global Asset Management first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
  • Princeton Global Asset Management's Southern Company position peaked at $342K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.