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Private Management Group’s Southern Company SO Stock Holding History

Private Management Group’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 		$219K Hold
2,288
– – 0.01% 304
2026
Q1 		$221K Buy
+2,288
New +$212K 0.01% 290
2025
Q4 		– Sell
-2,258
Closed -$214K – 313
2025
Q3 		$214K Buy
2,258
+10
+0.4% +$934 0.01% 278
2025
Q2 		$206K Buy
+2,248
New +$202K 0.01% 266

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

Private Management Group's SO Position: Q2 2026 in Review

Private Management Group held its Southern Company (SO) position steady in Q2 2026 at 2,288 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #304.

Private Management Group first reported a position in SO in Q2 2025 and has held it in 4 quarters since. The position peaked at $221K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Private Management Group held 2,288 shares of Southern Company worth $219K as of Q2 2026.
  • Private Management Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Private Management Group's portfolio in Q2 2026, its #304 holding.
  • Private Management Group first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • Private Management Group's Southern Company position peaked at $221K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.