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Synergy Investment Management’s Southern Company SO Stock Holding History

Synergy Investment 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 		$96K Buy
1,002
+230
+30% +$21.7K 0.02% 272
2026
Q1 		$74.5K Buy
+772
New +$71.4K 0.02% 234
2025
Q2 		– Sell
-68
Closed -$6.25K – 491
2025
Q1 		$6.25K Hold
68
– – ﹤0.01% 421
2024
Q4 		$5.6K Buy
+68
New +$5.97K ﹤0.01% 445

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

Synergy Investment Management's SO Position: Q2 2026 in Review

Synergy Investment Management increased its Southern Company (SO) stake by 30% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,002 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #272.

Synergy Investment Management first reported a position in SO in Q4 2024 and has held it in 4 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Synergy Investment Management held 1,002 shares of Southern Company worth $96K as of Q2 2026.
  • Synergy Investment Management bought 230 Southern Company shares in Q2 2026, an estimated $21.7K.
  • Southern Company made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #272 holding.
  • Synergy Investment Management first reported a position in Southern Company in Q4 2024 and has held it in 4 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.