Markowski Investments’s Southern Company SO Stock Holding History

Markowski Investments’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	$1.23M	Buy	+12,869	New	+$1.21M	0.27%	51

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Markowski Investments's SO Position: Q2 2026 in Review

Markowski Investments opened a new position in Southern Company (SO) in Q2 2026: 12,869 shares worth $1.23M. The stake represents 0.27% of the portfolio and ranks #51 among its holdings.

2,038 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Markowski Investments held 12,869 shares of Southern Company worth $1.23M as of Q2 2026.
Southern Company was a new Markowski Investments position in Q2 2026.
Southern Company made up 0.27% of Markowski Investments's portfolio in Q2 2026, its #51 holding.
2,038 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.