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Sachetta’s Southern Company SO Stock Holding History

Sachetta’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 		$47.3K Buy
494
+107
+28% +$10.1K 0.02% 203
2026
Q1 		$37.4K Buy
387
+149
+63% +$13.8K 0.02% 230
2025
Q4 		$20.8K Sell
238
-425
-64% -$38.8K 0.01% 288
2025
Q3 		$62.8K Buy
663
+23
+4% +$2.15K 0.02% 234
2025
Q2 		$58.8K Buy
640
+19
+3% +$1.71K 0.02% 237
2025
Q1 		$57.1K Sell
621
-4
-0.6% -$346 0.02% 242
2024
Q4 		$51.5K Sell
625
-148
-19% -$13K 0.02% 257
2024
Q3 		$69.7K Buy
773
+400
+107% +$34.2K 0.03% 241
2024
Q2 		$31.1K Buy
373
+90
+32% +$6.82K 0.01% 286
2024
Q1 		$19.8K Hold
283
– – 0.01% 310
2023
Q4 		$19.8K Buy
+283
New +$19.4K 0.01% 310

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

Sachetta's SO Position: Q2 2026 in Review

Sachetta increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $10.1K and bringing the position to 494 shares worth $47.3K. The position accounts for 0.02% of the portfolio, ranked #203.

Sachetta first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $69.7K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sachetta held 494 shares of Southern Company worth $47.3K as of Q2 2026.
  • Sachetta bought 107 Southern Company shares in Q2 2026, an estimated $10.1K.
  • Southern Company made up 0.02% of Sachetta's portfolio in Q2 2026, its #203 holding.
  • Sachetta first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Southern Company position peaked at $69.7K in Q3 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.