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Symmetry Partners’s Southern Company SO Stock Holding History

Symmetry Partners’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 		$373K Buy
3,899
+20
+0.5% +$1.88K 0.02% 156
2026
Q1 		$374K Buy
3,879
+7
+0.2% +$648 0.02% 127
2025
Q4 		$338K Sell
3,872
-295
-7% -$26.9K 0.02% 129
2025
Q3 		$395K Buy
4,167
+455
+12% +$42.5K 0.04% 100
2025
Q2 		$341K Buy
3,712
+196
+6% +$17.6K 0.04% 104
2025
Q1 		$323K Hold
3,516
– – 0.05% 99
2024
Q4 		$289K Buy
+3,516
New +$308K 0.04% 103
2024
Q3 		– Sell
-6,293
Closed -$488K – 443
2024
Q2 		$488K Sell
6,293
-981
-13% -$74.3K 0.03% 292
2024
Q1 		$522K Buy
7,274
+1,450
+25% +$100K 0.04% 294
2023
Q4 		$409K Sell
5,824
-1,032
-15% -$70.9K 0.02% 331
2023
Q3 		$444K Hold
6,856
– – 0.02% 335
2023
Q2 		$482K Hold
6,856
– – 0.03% 347
2023
Q1 		$477K Sell
6,856
-14,308
-68% -$963K 0.03% 337
2022
Q4 		$1.51M Buy
21,164
+12,593
+147% +$842K 0.09% 124
2022
Q3 		$583K Hold
8,571
– – 0.04% 268
2022
Q2 		$611K Hold
8,571
– – 0.04% 263
2022
Q1 		$621K Hold
8,571
– – 0.04% 310
2021
Q4 		$588K Sell
8,571
-702
-8% -$44.8K 0.04% 339
2021
Q3 		$575K Hold
9,273
– – 0.04% 357
2021
Q2 		$561K Hold
9,273
– – 0.04% 380
2021
Q1 		$576K Hold
9,273
– – 0.04% 349
2020
Q4 		$570K Hold
9,273
– – 0.04% 332
2020
Q3 		$503K Buy
+9,273
New +$496K 0.04% 318
2020
Q2 		– Sell
-9,352
Closed -$506K – 347
2020
Q1 		$506K Buy
+9,352
New +$592K 0.11% 101
2017
Q2 		– Sell
-2,079
Closed -$103K – 53
2017
Q1 		$103K Buy
+2,079
New +$103K 0.06% 37

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

Symmetry Partners's SO Position: Q2 2026 in Review

Symmetry Partners increased its Southern Company (SO) stake by 0.52% in Q2 2026, buying an estimated $1.88K and bringing the position to 3,899 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #156.

Symmetry Partners first reported a position in SO in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.51M in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Symmetry Partners held 3,899 shares of Southern Company worth $373K as of Q2 2026.
  • Symmetry Partners bought 20 Southern Company shares in Q2 2026, an estimated $1.88K.
  • Southern Company made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #156 holding.
  • Symmetry Partners first reported a position in Southern Company in Q1 2017 and has held it in 25 quarters since.
  • Symmetry Partners's Southern Company position peaked at $1.51M in Q4 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.