PS
SO icon

Principal Securities’s Southern Company SO Stock Holding History

Principal Securities’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 		$2.5M Buy
26,111
+2,282
+10% +$215K 0.03% 476
2026
Q1 		$2.3M Sell
23,829
-957
-4% -$88.5K 0.03% 440
2025
Q4 		$2.16M Buy
24,786
+1,917
+8% +$175K 0.03% 453
2025
Q3 		$2.17M Buy
22,869
+1,128
+5% +$105K 0.04% 439
2025
Q2 		$2M Sell
21,741
-2,878
-12% -$258K 0.04% 410
2025
Q1 		$2.03M Buy
24,619
+75
+0.3% +$6.49K 0.05% 357
2024
Q4 		$2.02M Buy
24,544
+1,277
+5% +$112K 0.05% 354
2024
Q3 		$2.1M Buy
23,267
+856
+4% +$73.1K 0.05% 329
2024
Q2 		$1.74M Buy
22,411
+3,256
+17% +$247K 0.05% 331
2024
Q1 		$1.37M Buy
19,155
+259
+1% +$17.9K 0.04% 369
2023
Q4 		$1.32M Buy
+18,896
New +$1.3M 0.05% 341

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

Principal Securities's SO Position: Q2 2026 in Review

Principal Securities increased its Southern Company (SO) stake by 9.6% in Q2 2026, buying an estimated $215K and bringing the position to 26,111 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #476.

Principal Securities first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Principal Securities held 26,111 shares of Southern Company worth $2.5M as of Q2 2026.
  • Principal Securities bought 2,282 Southern Company shares in Q2 2026, an estimated $215K.
  • Southern Company made up 0.03% of Principal Securities's portfolio in Q2 2026, its #476 holding.
  • Principal Securities first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.