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TBH Global Asset Management’s Southern Company SO Stock Holding History

TBH Global Asset 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 		$504K Hold
5,262
– – 0.09% 180
2026
Q1 		$508K Buy
5,262
+103
+2% +$9.53K 0.1% 167
2025
Q4 		$450K Sell
5,159
-425
-8% -$38.8K 0.08% 173
2025
Q3 		$529K Hold
5,584
– – 0.1% 169
2025
Q2 		$513K Sell
5,584
-33
-0.6% -$2.96K 0.11% 126
2025
Q1 		$516K Sell
5,617
-455
-7% -$39.4K 0.1% 128
2024
Q4 		$500K Buy
6,072
+150
+3% +$13.2K 0.12% 143
2024
Q3 		$534K Hold
5,922
– – 0.12% 151
2024
Q2 		$459K Sell
5,922
-298
-5% -$22.6K 0.1% 159
2024
Q1 		$446K Sell
6,220
-908
-13% -$62.7K 0.09% 168
2023
Q4 		$500K Buy
7,128
+348
+5% +$23.9K 0.1% 147
2023
Q3 		$439K Buy
+6,780
New +$471K 0.08% 171
2021
Q3 		– Sell
-8,455
Closed -$512K – 188
2021
Q2 		$512K Buy
+8,455
New +$541K 0.12% 119

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

TBH Global Asset Management's SO Position: Q2 2026 in Review

TBH Global Asset Management held its Southern Company (SO) position steady in Q2 2026 at 5,262 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #180.

TBH Global Asset Management first reported a position in SO in Q2 2021 and has held it in 13 quarters since. The position peaked at $534K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TBH Global Asset Management held 5,262 shares of Southern Company worth $504K as of Q2 2026.
  • TBH Global Asset Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.09% of TBH Global Asset Management's portfolio in Q2 2026, its #180 holding.
  • TBH Global Asset Management first reported a position in Southern Company in Q2 2021 and has held it in 13 quarters since.
  • TBH Global Asset Management's Southern Company position peaked at $534K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.