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Summit Global Investments’s Southern Company SO Stock Holding History

Summit Global Investments’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 		$397K Sell
4,144
-2,044
-33% -$192K 0.02% 389
2026
Q1 		$597K Buy
6,188
+5
+0.1% +$463 0.04% 299
2025
Q4 		$539K Buy
+6,183
New +$564K 0.03% 303
2025
Q3 		– Sell
-9,395
Closed -$863K – 542
2025
Q2 		$863K Buy
9,395
+264
+3% +$23.7K 0.05% 221
2025
Q1 		$840K Buy
+9,131
New +$790K 0.06% 194
2024
Q2 		– Sell
-15,275
Closed -$1.1M – 574
2024
Q1 		$1.1M Buy
15,275
+5,396
+55% +$372K 0.08% 191
2023
Q4 		$693K Sell
9,879
-2,652
-21% -$182K 0.05% 287
2023
Q3 		$811K Buy
12,531
+833
+7% +$57.8K 0.05% 259
2023
Q2 		$822K Buy
11,698
+359
+3% +$25.7K 0.05% 266
2023
Q1 		$789K Sell
11,339
-15,109
-57% -$1.02M 0.06% 283
2022
Q4 		$1.89M Sell
26,448
-4,579
-15% -$306K 0.16% 143
2022
Q3 		$2.11M Buy
31,027
+1,302
+4% +$98.6K 0.2% 123
2022
Q2 		$2.12M Sell
29,725
-155,286
-84% -$11.4M 0.19% 124
2022
Q1 		$13.4M Buy
185,011
+109,210
+144% +$7.4M 0.99% 23
2021
Q4 		$5.2M Buy
75,801
+46,394
+158% +$2.96M 0.33% 69
2021
Q3 		$1.82M Buy
29,407
+20,993
+250% +$1.35M 0.14% 138
2021
Q2 		$509K Sell
8,414
-8,998
-52% -$575K 0.03% 357
2021
Q1 		$1.08M Sell
17,412
-41,578
-70% -$2.49M 0.07% 185
2020
Q4 		$3.62M Buy
+58,990
New +$3.55M 0.36% 64
2018
Q2 		– Sell
-5,399
Closed -$241K – 318
2018
Q1 		$241K Sell
5,399
-52,337
-91% -$2.32M 0.04% 258
2017
Q4 		$2.78M Sell
57,736
-23,277
-29% -$1.19M 0.43% 59
2017
Q3 		$3.98M Buy
81,013
+42,532
+111% +$2.06M 0.62% 49
2017
Q2 		$1.84M Buy
38,481
+13,277
+53% +$666K 0.55% 50
2017
Q1 		$1.25M Buy
25,204
+2,800
+12% +$138K 0.41% 66
2016
Q4 		$1.1M Buy
+22,404
New +$1.1M 0.4% 69

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

Summit Global Investments's SO Position: Q2 2026 in Review

Summit Global Investments reduced its Southern Company (SO) stake by 33% in Q2 2026, selling an estimated $192K and leaving 4,144 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #389.

Summit Global Investments first reported a position in SO in Q4 2016 and has held it in 25 quarters since. The position peaked at $13.4M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Summit Global Investments held 4,144 shares of Southern Company worth $397K as of Q2 2026.
  • Summit Global Investments sold 2,044 Southern Company shares in Q2 2026, an estimated $192K.
  • Southern Company made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #389 holding.
  • Summit Global Investments first reported a position in Southern Company in Q4 2016 and has held it in 25 quarters since.
  • Summit Global Investments's Southern Company position peaked at $13.4M in Q1 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.