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Siemens Fonds Invest’s Southern Company SO Stock Holding History

Siemens Fonds Invest’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 		$2.73M Buy
28,481
+240
+0.8% +$22.6K 0.13% 161
2026
Q1 		$2.73M Buy
28,241
+74
+0.3% +$6.84K 0.16% 156
2025
Q4 		$2.47M Buy
28,167
+5,378
+24% +$491K 0.13% 163
2025
Q3 		$2.16M Sell
22,789
-642
-3% -$59.9K 0.12% 186
2025
Q2 		$2.15M Sell
23,431
-553
-2% -$49.7K 0.13% 171
2025
Q1 		$2.21M Sell
23,984
-202
-0.8% -$17.5K 0.15% 163
2024
Q4 		$1.99M Buy
24,186
+15,391
+175% +$1.35M 0.13% 177
2024
Q3 		$793K Buy
8,795
+1,941
+28% +$166K 0.06% 217
2024
Q2 		$532K Sell
6,854
-4,613
-40% -$350K 0.04% 262
2024
Q1 		$823K Sell
11,467
-482
-4% -$33.3K 0.06% 224
2023
Q4 		$838K Sell
11,949
-13,091
-52% -$899K 0.07% 223
2023
Q3 		$1.62M Sell
25,040
-34,141
-58% -$2.37M 0.16% 152
2023
Q2 		$4.14M Sell
59,181
-1,132
-2% -$81.2K 0.4% 63
2023
Q1 		$4.2M Sell
60,313
-123
-0.2% -$8.28K 0.44% 58
2022
Q4 		$4.32M Sell
60,436
-391
-0.6% -$26.1K 0.43% 55
2022
Q3 		$4.14M Buy
60,827
+230
+0.4% +$17.4K 0.48% 50
2022
Q2 		$4.32M Sell
60,597
-336
-0.6% -$24.7K 0.46% 52
2022
Q1 		$4.42M Buy
60,933
+857
+1% +$58K 0.36% 69
2021
Q4 		$4.11M Sell
60,076
-6,491
-10% -$414K 0.27% 80
2021
Q3 		$4.13M Buy
66,567
+1,990
+3% +$128K 0.28% 77
2021
Q2 		$3.91M Sell
64,577
-3,086
-5% -$197K 0.46% 63
2021
Q1 		$4.21M Sell
67,663
-7,156
-10% -$428K 0.41% 76
2020
Q4 		$4.54M Buy
+74,819
New +$4.5M 0.47% 62

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 $3.38T AUM 44.17% 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

Siemens Fonds Invest's SO Position: Q2 2026 in Review

Siemens Fonds Invest increased its Southern Company (SO) stake by 0.85% in Q2 2026, buying an estimated $22.6K and bringing the position to 28,481 shares worth $2.73M. The position accounts for 0.13% of the portfolio, ranked #161.

Siemens Fonds Invest first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.54M in Q4 2020. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Siemens Fonds Invest held 28,481 shares of Southern Company worth $2.73M as of Q2 2026.
  • Siemens Fonds Invest bought 240 Southern Company shares in Q2 2026, an estimated $22.6K.
  • Southern Company made up 0.13% of Siemens Fonds Invest's portfolio in Q2 2026, its #161 holding.
  • Siemens Fonds Invest first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Siemens Fonds Invest's Southern Company position peaked at $4.54M in Q4 2020.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.