SI
SO icon

Severin Investments’s Southern Company SO Stock Holding History

Severin Investments’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 		$423K Buy
4,415
+215
+5% +$20.2K 0.32% 118
2026
Q1 		$405K Sell
4,200
-42
-1% -$3.88K 0.35% 115
2025
Q4 		$370K Sell
4,242
-3,881
-48% -$354K 0.33% 125
2025
Q3 		$770K Sell
8,123
-2,195
-21% -$205K 0.68% 46
2025
Q2 		$948K Buy
10,318
+61
+0.6% +$5.48K 0.89% 22
2025
Q1 		$943K Buy
10,257
+5,835
+132% +$505K 0.94% 17
2024
Q4 		$364K Buy
+4,422
New +$388K 0.36% 118

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

Severin Investments's SO Position: Q2 2026 in Review

Severin Investments increased its Southern Company (SO) stake by 5.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 4,415 shares worth $423K. The position accounts for 0.32% of the portfolio, ranked #118.

Severin Investments first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $948K in Q2 2025. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Severin Investments held 4,415 shares of Southern Company worth $423K as of Q2 2026.
  • Severin Investments bought 215 Southern Company shares in Q2 2026, an estimated $20.2K.
  • Southern Company made up 0.32% of Severin Investments's portfolio in Q2 2026, its #118 holding.
  • Severin Investments first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Severin Investments's Southern Company position peaked at $948K in Q2 2025.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.