SAM
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S.A. Mason’s Southern Company SO Stock Holding History

S.A. Mason’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 		$238K Buy
2,483
+750
+43% +$70.6K 0.07% 195
2026
Q1 		$167K Hold
1,733
– – 0.06% 219
2025
Q4 		$151K Hold
1,733
– – 0.06% 219
2025
Q3 		$164K Buy
1,733
+25
+1% +$2.33K 0.07% 201
2025
Q2 		$157K Buy
1,708
+120
+8% +$10.8K 0.08% 191
2025
Q1 		$146K Hold
1,588
– – 0.08% 200
2024
Q4 		$131K Buy
1,588
+5
+0.3% +$439 0.07% 207
2024
Q3 		$143K Hold
1,583
– – 0.08% 195
2024
Q2 		$123K Hold
1,583
– – 0.07% 198
2024
Q1 		$114K Hold
1,583
– – 0.07% 205
2023
Q4 		$111K Hold
1,583
– – 0.07% 196
2023
Q3 		$102K Sell
1,583
-30
-2% -$2.08K 0.07% 199
2023
Q2 		$112K Hold
1,613
– – 0.08% 195
2023
Q1 		$112K Buy
1,613
+60
+4% +$4.04K 0.08% 195
2022
Q4 		$111K Hold
1,553
– – 0.08% 192
2022
Q3 		$106K Hold
1,553
– – 0.08% 194
2022
Q2 		$111K Buy
1,553
+55
+4% +$4.04K 0.08% 196
2022
Q1 		$109K Hold
1,498
– – 0.07% 214
2021
Q4 		$103K Hold
1,498
– – 0.06% 212
2021
Q3 		$93K Hold
1,498
– – 0.06% 211
2021
Q2 		$91K Hold
1,498
– – 0.06% 209
2021
Q1 		$93K Hold
1,498
– – 0.07% 201
2020
Q4 		$92K Hold
1,498
– – 0.08% 193
2020
Q3 		$81K Hold
1,498
– – 0.08% 184
2020
Q2 		$78K Sell
1,498
-750
-33% -$41.7K 0.08% 187
2020
Q1 		$122K Hold
2,248
– – 0.15% 143
2019
Q4 		$143K Buy
+2,248
New +$139K 0.14% 148

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

S.A. Mason's SO Position: Q2 2026 in Review

S.A. Mason increased its Southern Company (SO) stake by 43% in Q2 2026, buying an estimated $70.6K and bringing the position to 2,483 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #195.

S.A. Mason first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • S.A. Mason held 2,483 shares of Southern Company worth $238K as of Q2 2026.
  • S.A. Mason bought 750 Southern Company shares in Q2 2026, an estimated $70.6K.
  • Southern Company made up 0.07% of S.A. Mason's portfolio in Q2 2026, its #195 holding.
  • S.A. Mason first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.