SRC
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Shufro Rose & Co’s Southern Company SO Stock Holding History

Shufro Rose & Co’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 		$276K Hold
2,879
– – 0.02% 253
2026
Q1 		$278K Hold
2,879
– – 0.02% 246
2025
Q4 		$251K Sell
2,879
-748
-21% -$68.3K 0.02% 256
2025
Q3 		$334K Hold
3,627
– – 0.03% 229
2025
Q2 		$334K Hold
3,627
– – 0.03% 224
2025
Q1 		$334K Buy
3,627
+748
+26% +$64.8K 0.03% 228
2024
Q4 		$237K Hold
2,879
– – 0.02% 257
2024
Q3 		$223K Hold
2,879
– – 0.02% 274
2024
Q2 		$223K Hold
2,879
– – 0.02% 274
2024
Q1 		$207K Buy
+2,879
New +$199K 0.02% 276

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

Shufro Rose & Co's SO Position: Q2 2026 in Review

Shufro Rose & Co held its Southern Company (SO) position steady in Q2 2026 at 2,879 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #253.

Shufro Rose & Co first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $334K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Shufro Rose & Co held 2,879 shares of Southern Company worth $276K as of Q2 2026.
  • Shufro Rose & Co left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #253 holding.
  • Shufro Rose & Co first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • Shufro Rose & Co's Southern Company position peaked at $334K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.