T. Rowe Price Associates’s Southern Company SO Stock Holding History

T. Rowe Price Associates’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 Q1	$3.52B	Buy	36,425,526 +1,966,064	+6%	+$182M	0.41%	40
2025 Q4	$3B	Buy	34,459,462 +5,436,212	+19%	+$496M	0.32%	52
2025 Q3	$2.75B	Buy	29,023,250 +11,496,694	+66%	+$1.07B	0.29%	63
2025 Q2	$1.61B	Buy	17,526,556 +2,659,780	+18%	+$239M	0.18%	109
2025 Q1	$1.37B	Sell	14,866,776 -1,009,664	-6%	-$87.4M	0.17%	121
2024 Q4	$1.31B	Sell	15,876,440 -2,147,937	-12%	-$188M	0.15%	125
2024 Q3	$1.63B	Sell	18,024,377 -1,309,804	-7%	-$112M	0.19%	104
2024 Q2	$1.5B	Sell	19,334,181 -4,553,878	-19%	-$345M	0.18%	103
2024 Q1	$1.71B	Sell	23,888,059 -6,012,393	-20%	-$415M	0.21%	98
2023 Q4	$2.1B	Sell	29,900,452 -4,386,524	-13%	-$301M	0.28%	75
2023 Q3	$2.22B	Sell	34,286,976 -9,028,992	-21%	-$627M	0.33%	59
2023 Q2	$3.04B	Sell	43,315,968 -18,156,683	-30%	-$1.3B	0.42%	47
2023 Q1	$4.28B	Buy	61,472,651 +1,283,943	+2%	+$86.5M	0.64%	26
2022 Q4	$4.3B	Sell	60,188,708 -2,813,652	-4%	-$188M	0.69%	26
2022 Q3	$4.28B	Buy	63,002,360 +3,653,841	+6%	+$277M	0.7%	23
2022 Q2	$4.23B	Buy	59,348,519 +1,976,664	+3%	+$145M	0.53%	30
2022 Q1	$4.16B	Buy	57,371,855 +13,633,233	+31%	+$923M	0.42%	39
2021 Q4	$3B	Buy	43,738,622 +8,731,817	+25%	+$557M	0.27%	77
2021 Q3	$2.17B	Sell	35,006,805 -1,043,970	-3%	-$67.2M	0.2%	105
2021 Q2	$2.18B	Sell	36,050,775 -7,889,585	-18%	-$505M	0.2%	108
2021 Q1	$2.73B	Buy	43,940,360 +4,972,698	+13%	+$298M	0.27%	78
2020 Q4	$2.39B	Buy	38,967,662 +1,958,409	+5%	+$118M	0.25%	86
2020 Q3	$2.01B	Sell	37,009,253 -1,681,208	-4%	-$89.9M	0.23%	90
2020 Q2	$2.01B	Buy	38,690,461 +2,338,099	+6%	+$130M	0.25%	82
2020 Q1	$1.97B	Buy	36,352,362 +1,595,176	+5%	+$101M	0.31%	66
2019 Q4	$2.21B	Sell	34,757,186 -989,802	-3%	-$61.3M	0.29%	71
2019 Q3	$2.21B	Buy	35,746,988 +708,687	+2%	+$41.1M	0.31%	71
2019 Q2	$1.94B	Sell	35,038,301 -1,618,891	-4%	-$86.7M	0.27%	87
2019 Q1	$1.89B	Sell	36,657,192 -847,983	-2%	-$41.6M	0.28%	84
2018 Q4	$1.65B	Sell	37,505,175 -605,168	-2%	-$27.5M	0.28%	87
2018 Q3	$1.66B	Buy	38,110,343 +3,166,259	+9%	+$146M	0.24%	98
2018 Q2	$1.62B	Buy	34,944,084 +5,292,155	+18%	+$237M	0.25%	95
2018 Q1	$1.32B	Sell	29,651,929 -6,062,260	-17%	-$269M	0.21%	108
2017 Q4	$1.72B	Buy	35,714,189 +3,464,236	+11%	+$177M	0.28%	82
2017 Q3	$1.58B	Buy	32,249,953 +10,775,339	+50%	+$522M	0.27%	87
2017 Q2	$1.03B	Buy	21,474,614 +9,202,041	+75%	+$461M	0.18%	129
2017 Q1	$611M	Buy	12,272,573 +6,385,753	+108%	+$316M	0.11%	210
2016 Q4	$290M	Buy	5,886,820 +3,945,258	+203%	+$194M	0.06%	336
2016 Q3	$99.6M	Buy	1,941,562 +126,190	+7%	+$6.65M	0.02%	576
2016 Q2	$97.4M	Buy	1,815,372 +66,840	+4%	+$3.36M	0.02%	575
2016 Q1	$90.5M	Buy	1,748,532 +20,760	+1%	+$1.01M	0.02%	581
2015 Q4	$80.8M	Buy	1,727,772 +950	+0.1%	+$43.1K	0.02%	613
2015 Q3	$77.2M	Buy	1,726,822 +29,500	+2%	+$1.29M	0.02%	643
2015 Q2	$71.1M	Buy	1,697,322 +93,170	+6%	+$4.06M	0.01%	712
2015 Q1	$71M	Buy	1,604,152 +50,320	+3%	+$2.39M	0.01%	718
2014 Q4	$76.3M	Buy	1,553,832 +47,740	+3%	+$2.25M	0.02%	694
2014 Q3	$65.7M	Buy	1,506,092 +41,090	+3%	+$1.81M	0.01%	736
2014 Q2	$66.5M	Buy	1,465,002 +28,400	+2%	+$1.26M	0.01%	764
2014 Q1	$63.1M	Buy	1,436,602 +45,430	+3%	+$1.9M	0.01%	782
2013 Q4	$57.2M	Buy	1,391,172 +22,964	+2%	+$948K	0.01%	790
2013 Q3	$56.3M	Buy	1,368,208 +8,850	+0.7%	+$381K	0.01%	775
2013 Q2	$60M	Buy	+1,359,358	New	+$62.5M	0.02%	725

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates's SO Position: Q1 2026 in Review

T. Rowe Price Associates increased its Southern Company (SO) stake by 5.7% in Q1 2026, buying an estimated $182M and bringing the position to 36,425,526 shares worth $3.52B. The position accounts for 0.41% of the portfolio, ranked #40.

T. Rowe Price Associates first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.3B in Q4 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

T. Rowe Price Associates held 36,425,526 shares of Southern Company worth $3.52B as of Q1 2026.
T. Rowe Price Associates bought 1,966,064 Southern Company shares in Q1 2026, an estimated $182M.
Southern Company made up 0.41% of T. Rowe Price Associates's portfolio in Q1 2026, its #40 holding.
T. Rowe Price Associates first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
T. Rowe Price Associates's Southern Company position peaked at $4.3B in Q4 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on T. Rowe Price Associates's 13F filing for Q1 2026, filed 15 May 2026.