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Syverson Strege & Co’s Southern Company SO Stock Holding History

Syverson Strege & Co’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 		$544K Buy
5,686
+5
+0.1% +$471 0.12% 81
2026
Q1 		$548K Sell
5,681
-361
-6% -$33.4K 0.13% 72
2025
Q4 		$527K Sell
6,042
-41
-0.7% -$3.74K 0.12% 68
2025
Q3 		$576K Sell
6,083
-335
-5% -$31.3K 0.14% 65
2025
Q2 		$589K Buy
6,418
+2,092
+48% +$188K 0.14% 65
2025
Q1 		$398K Buy
4,326
+62
+1% +$5.37K 0.13% 51
2024
Q4 		$351K Buy
4,264
+117
+3% +$10.3K 0.12% 56
2024
Q3 		$374K Sell
4,147
-30
-0.7% -$2.56K 0.13% 47
2024
Q2 		$324K Buy
4,177
+35
+0.8% +$2.65K 0.11% 61
2024
Q1 		$297K Buy
4,142
+99
+2% +$6.83K 0.11% 54
2023
Q4 		$284K Sell
4,043
-8
-0.2% -$549 0.11% 55
2023
Q3 		$262K Buy
4,051
+11
+0.3% +$763 0.12% 49
2023
Q2 		$284K Buy
4,040
+70
+2% +$5.02K 0.12% 50
2023
Q1 		$276K Buy
3,970
+38
+1% +$2.56K 0.12% 51
2022
Q4 		$281K Buy
3,932
+36
+0.9% +$2.41K 0.13% 49
2022
Q3 		$265K Buy
3,896
+34
+0.9% +$2.58K 0.13% 55
2022
Q2 		$275K Buy
3,862
+34
+0.9% +$2.5K 0.1% 57
2022
Q1 		$278K Buy
3,828
+37
+1% +$2.51K 0.3% 51
2021
Q4 		$260K Buy
3,791
+38
+1% +$2.42K 0.19% 54
2021
Q3 		$233K Buy
3,753
+37
+1% +$2.38K 0.19% 53
2021
Q2 		$225K Buy
3,716
+37
+1% +$2.37K 0.2% 53
2021
Q1 		$229K Buy
3,679
+40
+1% +$2.4K 0.24% 52
2020
Q4 		$224K Buy
+3,639
New +$219K 0.21% 51

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

Syverson Strege & Co's SO Position: Q2 2026 in Review

Syverson Strege & Co increased its Southern Company (SO) stake by 0.09% in Q2 2026, buying an estimated $471 and bringing the position to 5,686 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #81.

Syverson Strege & Co first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $589K in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Syverson Strege & Co held 5,686 shares of Southern Company worth $544K as of Q2 2026.
  • Syverson Strege & Co bought 5 Southern Company shares in Q2 2026, an estimated $471.
  • Southern Company made up 0.12% of Syverson Strege & Co's portfolio in Q2 2026, its #81 holding.
  • Syverson Strege & Co first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Syverson Strege & Co's Southern Company position peaked at $589K in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.