Salomon & Ludwin’s Southern Company SO Stock Holding History

Salomon & Ludwin’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	$368K	Buy	3,870 +518	+15%	+$48.8K	0.03%	136
2026 Q1	$327K	Buy	3,352 +95	+3%	+$8.79K	0.03%	138
2025 Q4	$283K	Buy	3,257 +668	+26%	+$61K	0.03%	144
2025 Q3	$245K	Buy	2,589 +514	+25%	+$48K	0.02%	150
2025 Q2	$189K	Hold	2,075	–	–	0.02%	152
2025 Q1	$191K	Hold	2,075	–	–	0.02%	148
2024 Q4	$171K	Sell	2,075 -100	-5%	-$8.77K	0.02%	146
2024 Q3	$196K	Hold	2,175	–	–	0.02%	150
2024 Q2	$169K	Sell	2,175 -1,334	-38%	-$101K	0.02%	157
2024 Q1	$252K	Sell	3,509 -2,193	-38%	-$151K	0.02%	162
2023 Q4	$369K	Hold	5,702	–	–	0.04%	131
2023 Q3	$369K	Sell	5,702 -24	-0.4%	-$1.67K	0.04%	131
2023 Q2	$402K	Hold	5,726	–	–	0.04%	128
2023 Q1	$398K	Hold	5,726	–	–	0.05%	123
2022 Q4	$409K	Buy	+5,726	New	+$383K	0.05%	120
2020 Q2	–	Sell	-519	Closed	-$28K	–	196
2020 Q1	$28K	Hold	519	–	–	0.01%	123
2019 Q4	$33K	Hold	519	–	–	0.01%	129
2019 Q3	$32K	Hold	519	–	–	0.01%	119
2019 Q2	$29K	Buy	+519	New	+$27.8K	0.01%	118

Other funds holding SO

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Salomon & Ludwin's SO Position: Q2 2026 in Review

Salomon & Ludwin increased its Southern Company (SO) stake by 15% in Q2 2026, buying an estimated $48.8K and bringing the position to 3,870 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #136.

Salomon & Ludwin first reported a position in SO in Q2 2019 and has held it in 19 quarters since. The position peaked at $409K in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Salomon & Ludwin held 3,870 shares of Southern Company worth $368K as of Q2 2026.
Salomon & Ludwin bought 518 Southern Company shares in Q2 2026, an estimated $48.8K.
Southern Company made up 0.03% of Salomon & Ludwin's portfolio in Q2 2026, its #136 holding.
Salomon & Ludwin first reported a position in Southern Company in Q2 2019 and has held it in 19 quarters since.
Salomon & Ludwin's Southern Company position peaked at $409K in Q4 2022.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.