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Steigerwald Gordon & Koch’s Southern Company SO Stock Holding History

Steigerwald Gordon & Koch’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 		$125K Buy
1,302
+7
+0.5% +$659 0.01% 194
2026
Q1 		$125K Buy
1,295
+856
+195% +$79.2K 0.01% 185
2025
Q4 		$38.3K Buy
439
+84
+24% +$7.67K ﹤0.01% 349
2025
Q3 		$33.6K Buy
+355
New +$33.1K ﹤0.01% 355

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

Steigerwald Gordon & Koch's SO Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Southern Company (SO) stake by 0.54% in Q2 2026, buying an estimated $659 and bringing the position to 1,302 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #194.

Steigerwald Gordon & Koch first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $125K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,302 shares of Southern Company worth $125K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #194 holding.
  • Steigerwald Gordon & Koch first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Southern Company position peaked at $125K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.