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Smartleaf Asset Management’s Southern Company SO Stock Holding History

Smartleaf 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 		$3.75M Hold
38,791
– – 0.12% 148
2026
Q1 		$3.76M Buy
38,791
+2,513
+7% +$232K 0.14% 135
2025
Q4 		$3.18M Buy
36,278
+7,258
+25% +$663K 0.12% 153
2025
Q3 		$2.73M Buy
29,020
+5,380
+23% +$502K 0.17% 128
2025
Q2 		$2.15M Sell
23,640
-2,074
-8% -$186K 0.19% 106
2025
Q1 		$2.34M Buy
25,714
+3,163
+14% +$274K 0.23% 95
2024
Q4 		$1.86M Buy
22,551
+5,210
+30% +$457K 0.19% 121
2024
Q3 		$1.56M Buy
17,341
+3,296
+23% +$282K 0.19% 123
2024
Q2 		$1.1M Buy
14,045
+1,699
+14% +$129K 0.18% 132
2024
Q1 		$877K Buy
12,346
+3,223
+35% +$222K 0.17% 146
2023
Q4 		$612K Buy
+9,123
New +$626K 0.16% 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

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

Smartleaf Asset Management held its Southern Company (SO) position steady in Q2 2026 at 38,791 shares worth $3.75M. The position accounts for 0.12% of the portfolio, ranked #148.

Smartleaf Asset Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.76M in Q1 2026. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Smartleaf Asset Management held 38,791 shares of Southern Company worth $3.75M as of Q2 2026.
  • Smartleaf Asset Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.12% of Smartleaf Asset Management's portfolio in Q2 2026, its #148 holding.
  • Smartleaf Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Southern Company position peaked at $3.76M in Q1 2026.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.