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Secure Asset Management’s Southern Company SO Stock Holding History

Secure 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 		$274K Sell
2,860
-1,645
-37% -$155K 0.04% 275
2026
Q1 		$435K Sell
4,505
-5,140
-53% -$475K 0.07% 198
2025
Q4 		$841K Buy
9,645
+130
+1% +$11.9K 0.13% 142
2025
Q3 		$902K Sell
9,515
-48
-0.5% -$4.48K 0.15% 134
2025
Q2 		$878K Sell
9,563
-203
-2% -$18.2K 0.16% 137
2025
Q1 		$898K Sell
9,766
-114
-1% -$9.87K 0.18% 127
2024
Q4 		$813K Buy
9,880
+484
+5% +$42.5K 0.12% 148
2024
Q3 		$847K Sell
9,396
-1,137
-11% -$97.1K 0.14% 145
2024
Q2 		$817K Buy
10,533
+6,215
+144% +$471K 0.15% 132
2024
Q1 		$310K Sell
4,318
-29
-0.7% -$2K 0.07% 177
2023
Q4 		$305K Buy
4,347
+27
+0.6% +$1.85K 0.08% 171
2023
Q3 		$280K Buy
4,320
+1,297
+43% +$90K 0.08% 172
2023
Q2 		$212K Buy
3,023
+48
+2% +$3.44K 0.06% 179
2023
Q1 		$207K Sell
2,975
-20
-0.7% -$1.35K 0.07% 179
2022
Q4 		$214K Sell
2,995
-106
-3% -$7.09K 0.08% 187
2022
Q3 		$211K Sell
3,101
-155
-5% -$11.7K 0.12% 141
2022
Q2 		$232K Buy
3,256
+11
+0.3% +$808 0.13% 137
2022
Q1 		$235K Sell
3,245
-58
-2% -$3.93K 0.11% 172
2021
Q4 		$226K Buy
3,303
+13
+0.4% +$829 0.09% 182
2021
Q3 		$204K Sell
3,290
-107
-3% -$6.89K 0.1% 170
2021
Q2 		$206K Buy
+3,397
New +$217K 0.1% 174
2021
Q1 		– Sell
-3,499
Closed -$215K – 189
2020
Q4 		$215K Sell
3,499
-2,321
-40% -$140K 0.13% 144
2020
Q3 		$316K Sell
5,820
-2,664
-31% -$142K 0.22% 104
2020
Q2 		$440K Buy
8,484
+4,511
+114% +$251K 0.31% 88
2020
Q1 		$215K Hold
3,973
– – 0.23% 100
2019
Q4 		$253K Buy
+3,973
New +$246K 0.18% 134

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

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

Secure Asset Management reduced its Southern Company (SO) stake by 37% in Q2 2026, selling an estimated $155K and leaving 2,860 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #275.

Secure Asset Management first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $902K in Q3 2025. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Secure Asset Management held 2,860 shares of Southern Company worth $274K as of Q2 2026.
  • Secure Asset Management sold 1,645 Southern Company shares in Q2 2026, an estimated $155K.
  • Southern Company made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #275 holding.
  • Secure Asset Management first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Secure Asset Management's Southern Company position peaked at $902K in Q3 2025.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.