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Shulman DeMeo Asset Management’s Southern Company SO Stock Holding History

Shulman DeMeo 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 		$827K Sell
8,639
-1
-0% -$94 0.15% 48
2026
Q1 		$834K Sell
8,640
-20
-0.2% -$1.85K 0.18% 45
2025
Q4 		$755K Sell
8,660
-23
-0.3% -$2.1K 0.17% 41
2025
Q3 		$823K Buy
8,683
+131
+2% +$12.2K 0.19% 38
2025
Q2 		$785K Sell
8,552
-357
-4% -$32.1K 0.19% 38
2025
Q1 		$819K Buy
8,909
+95
+1% +$8.22K 0.23% 36
2024
Q4 		$726K Sell
8,814
-12
-0.1% -$1.05K 0.2% 40
2024
Q3 		$796K Buy
8,826
+39
+0.4% +$3.33K 0.2% 42
2024
Q2 		$682K Buy
8,787
+165
+2% +$12.5K 0.18% 46
2024
Q1 		$619K Sell
8,622
-138
-2% -$9.53K 0.16% 52
2023
Q4 		$614K Buy
8,760
+2,503
+40% +$172K 0.17% 50
2023
Q3 		$405K Sell
6,257
-133
-2% -$9.23K 0.14% 70
2023
Q2 		$449K Buy
6,390
+88
+1% +$6.31K 0.13% 65
2023
Q1 		$439K Sell
6,302
-39
-0.6% -$2.63K 0.14% 71
2022
Q4 		$453K Sell
6,341
-8
-0.1% -$535 0.15% 68
2022
Q3 		$432K Sell
6,349
-27
-0.4% -$2.04K 0.15% 61
2022
Q2 		$455K Buy
6,376
+73
+1% +$5.36K 0.15% 67
2022
Q1 		$457K Buy
6,303
+562
+10% +$38.1K 0.13% 79
2021
Q4 		$394K Buy
5,741
+670
+13% +$42.7K 0.1% 97
2021
Q3 		$314K Buy
+5,071
New +$326K 0.27% 61
2021
Q2 		– Sell
-5,035
Closed -$313K – 131
2021
Q1 		$313K Buy
5,035
+926
+23% +$55.4K 0.09% 105
2020
Q4 		$252K Buy
+4,109
New +$247K 0.07% 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

Shulman DeMeo Asset Management's SO Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Southern Company (SO) stake by 0.01% in Q2 2026, selling an estimated $94 and leaving 8,639 shares worth $827K. The position accounts for 0.15% of the portfolio, ranked #48.

Shulman DeMeo Asset Management first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $834K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Shulman DeMeo Asset Management held 8,639 shares of Southern Company worth $827K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 1 Southern Company share in Q2 2026, an estimated $94.
  • Southern Company made up 0.15% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #48 holding.
  • Shulman DeMeo Asset Management first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Shulman DeMeo Asset Management's Southern Company position peaked at $834K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.