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Pullen Investment Management’s Southern Company SO Stock Holding History

Pullen Investment 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 		$2.83M Buy
29,557
+308
+1% +$29K 1.31% 31
2026
Q1 		$2.82M Sell
29,249
-49
-0.2% -$4.53K 1.42% 20
2025
Q4 		$2.55M Sell
29,298
-89
-0.3% -$8.13K 1.35% 25
2025
Q3 		$2.79M Buy
29,387
+166
+0.6% +$15.5K 1.51% 17
2025
Q2 		$2.68M Sell
29,221
-409
-1% -$36.7K 1.62% 13
2025
Q1 		$2.72M Sell
29,630
-32
-0.1% -$2.77K 1.72% 12
2024
Q4 		$2.44M Sell
29,662
-301
-1% -$26.4K 1.59% 14
2024
Q3 		$2.7M Buy
29,963
+446
+2% +$38.1K 1.98% 8
2024
Q2 		$2.29M Buy
29,517
+473
+2% +$35.8K 1.9% 9
2024
Q1 		$2.08M Buy
+29,044
New +$2M 1.76% 15

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

Pullen Investment Management's SO Position: Q2 2026 in Review

Pullen Investment Management increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $29K and bringing the position to 29,557 shares worth $2.83M. The position accounts for 1.31% of the portfolio, ranked #31.

Pullen Investment Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pullen Investment Management held 29,557 shares of Southern Company worth $2.83M as of Q2 2026.
  • Pullen Investment Management bought 308 Southern Company shares in Q2 2026, an estimated $29K.
  • Southern Company made up 1.31% of Pullen Investment Management's portfolio in Q2 2026, its #31 holding.
  • Pullen Investment Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.