Satovsky Asset Management’s Southern Company SO Stock Holding History

Satovsky Asset 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	$343K	Buy	3,589 +29	+0.8%	+$2.73K	0.05%	50
2026 Q1	$344K	Buy	3,560 +27	+0.8%	+$2.5K	0.06%	49
2025 Q4	$308K	Buy	3,533 +30	+0.9%	+$2.74K	0.06%	46
2025 Q3	$332K	Buy	3,503 +28	+0.8%	+$2.61K	0.07%	43
2025 Q2	$319K	Buy	3,475 +29	+0.8%	+$2.6K	0.07%	40
2025 Q1	$317K	Buy	3,446 +27	+0.8%	+$2.34K	0.07%	37
2024 Q4	$281K	Buy	3,419 +29	+0.9%	+$2.54K	0.06%	35
2024 Q3	$306K	Buy	3,390 +27	+0.8%	+$2.31K	0.07%	34
2024 Q2	$261K	Buy	3,363 +30	+0.9%	+$2.27K	0.06%	35
2024 Q1	$239K	Buy	3,333 +34	+1%	+$2.35K	0.07%	39
2023 Q4	$231K	Buy	3,299 +32	+1%	+$2.2K	0.07%	42
2023 Q3	$211K	Buy	3,267 +34	+1%	+$2.36K	0.07%	39
2023 Q2	$227K	Buy	3,233 +232	+8%	+$16.6K	0.08%	39
2023 Q1	$209K	Buy	3,001 +32	+1%	+$2.15K	0.08%	40
2022 Q4	$212K	Buy	2,969 +30	+1%	+$2.01K	0.09%	37
2022 Q3	$200K	Buy	2,939 +25	+0.9%	+$1.89K	0.12%	32
2022 Q2	$208K	Buy	2,914 +26	+0.9%	+$1.91K	0.12%	34
2022 Q1	$209K	Buy	+2,888	New	+$196K	0.14%	34

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 $3.38T AUM 44.17% 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

Satovsky Asset Management's SO Position: Q2 2026 in Review

Satovsky Asset Management increased its Southern Company (SO) stake by 0.81% in Q2 2026, buying an estimated $2.73K and bringing the position to 3,589 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #50.

Satovsky Asset Management first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $344K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Satovsky Asset Management held 3,589 shares of Southern Company worth $343K as of Q2 2026.
Satovsky Asset Management bought 29 Southern Company shares in Q2 2026, an estimated $2.73K.
Southern Company made up 0.05% of Satovsky Asset Management's portfolio in Q2 2026, its #50 holding.
Satovsky Asset Management first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
Satovsky Asset Management's Southern Company position peaked at $344K in Q1 2026.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.