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SBI Securities’s Southern Company SO Stock Holding History

SBI Securities’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 		$1.59M Sell
16,663
-1,660
-9% -$156K 0.04% 220
2026
Q1 		$1.77M Buy
18,323
+511
+3% +$47.3K 0.05% 203
2025
Q4 		$1.55M Buy
17,812
+160
+0.9% +$14.6K 0.04% 214
2025
Q3 		$1.67M Sell
17,652
-276
-2% -$25.8K 0.04% 211
2025
Q2 		$1.65M Sell
17,928
-1,231
-6% -$111K 0.05% 203
2025
Q1 		$1.76M Buy
19,159
+194
+1% +$16.8K 0.06% 177
2024
Q4 		$1.56M Buy
+18,965
New +$1.66M 0.05% 192

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

SBI Securities's SO Position: Q2 2026 in Review

SBI Securities reduced its Southern Company (SO) stake by 9.1% in Q2 2026, selling an estimated $156K and leaving 16,663 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #220.

SBI Securities first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SBI Securities held 16,663 shares of Southern Company worth $1.59M as of Q2 2026.
  • SBI Securities sold 1,660 Southern Company shares in Q2 2026, an estimated $156K.
  • Southern Company made up 0.04% of SBI Securities's portfolio in Q2 2026, its #220 holding.
  • SBI Securities first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Southern Company position peaked at $1.77M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.