PMG
SO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Management Group's SO Position: Q1 2026 in Review

Private Management Group opened a new position in Southern Company (SO) in Q1 2026: 2,288 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Private Management Group previously reported a position in SO as recently as Q3 2025.

Private Management Group first reported a position in SO in Q2 2025 and has held it in 3 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Private Management Group held 2,288 shares of Southern Company worth $221K as of Q1 2026.
  • Southern Company was a new Private Management Group position in Q1 2026.
  • Southern Company made up 0.01% of Private Management Group's portfolio in Q1 2026, its #290 holding.
  • Private Management Group first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Private Management Group's 13F filing for Q1 2026, filed 8 May 2026.