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Spirit of America Management Corp’s Southern Company SO Stock Holding History

Spirit of America Management Corp’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 		$1.23M Buy
12,800
+700
+6% +$65.9K 0.23% 111
2026
Q1 		$1.17M Buy
12,100
+800
+7% +$74K 0.23% 116
2025
Q4 		$985K Buy
11,300
+2,700
+31% +$246K 0.21% 126
2025
Q3 		$815K Buy
8,600
+1,900
+28% +$177K 0.16% 143
2025
Q2 		$615K Buy
6,700
+800
+14% +$71.9K 0.13% 159
2025
Q1 		$543K Buy
5,900
+500
+9% +$43.3K 0.11% 169
2024
Q4 		$445K Buy
5,400
+1,950
+57% +$171K 0.09% 186
2024
Q3 		$311K Buy
3,450
+200
+6% +$17.1K 0.06% 214
2024
Q2 		$252K Hold
3,250
– – 0.05% 220
2024
Q1 		$233K Buy
3,250
+400
+14% +$27.6K 0.05% 211
2023
Q4 		$200K Hold
2,850
– – 0.04% 211
2023
Q3 		$184K Buy
2,850
+1,000
+54% +$69.4K 0.04% 191
2023
Q2 		$130K Buy
1,850
+150
+9% +$10.8K 0.03% 204
2023
Q1 		$118K Buy
+1,700
New +$114K 0.03% 204

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's SO Position: Q2 2026 in Review

Spirit of America Management Corp increased its Southern Company (SO) stake by 5.8% in Q2 2026, buying an estimated $65.9K and bringing the position to 12,800 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #111.

Spirit of America Management Corp first reported a position in SO in Q1 2023 and has held it in 14 quarters since. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Spirit of America Management Corp held 12,800 shares of Southern Company worth $1.23M as of Q2 2026.
  • Spirit of America Management Corp bought 700 Southern Company shares in Q2 2026, an estimated $65.9K.
  • Southern Company made up 0.23% of Spirit of America Management Corp's portfolio in Q2 2026, its #111 holding.
  • Spirit of America Management Corp first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.