TD Asset Management
SO icon

TD Asset Management’s Southern Company SO Stock Holding History

TD 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 		$39.4M Sell
411,844
-6,295
-2% -$593K 0.03% 361
2026
Q1 		$40.4M Buy
418,139
+10,656
+3% +$986K 0.03% 365
2025
Q4 		$35.5M Sell
407,483
-1,597
-0.4% -$146K 0.03% 385
2025
Q3 		$38.8M Buy
409,080
+5,529
+1% +$516K 0.03% 372
2025
Q2 		$37.1M Buy
403,551
+9,590
+2% +$861K 0.03% 385
2025
Q1 		$36.2M Buy
393,961
+2,669
+0.7% +$231K 0.03% 378
2024
Q4 		$32.2M Buy
391,292
+145
+0% +$12.7K 0.03% 402
2024
Q3 		$35.2M Buy
391,147
+985
+0.3% +$84.1K 0.03% 369
2024
Q2 		$30.3M Buy
390,162
+11,530
+3% +$874K 0.03% 378
2024
Q1 		$27.2M Buy
378,632
+4,700
+1% +$324K 0.03% 416
2023
Q4 		$26.2M Buy
373,932
+22,214
+6% +$1.53M 0.03% 410
2023
Q3 		$22.8M Sell
351,718
-8,795
-2% -$610K 0.03% 405
2023
Q2 		$25.3M Sell
360,513
-4,396
-1% -$315K 0.03% 395
2023
Q1 		$25.4M Buy
364,909
+4,333
+1% +$292K 0.03% 396
2022
Q4 		$25.7M Buy
360,576
+9,526
+3% +$637K 0.03% 385
2022
Q3 		$24.4M Buy
351,050
+3,082
+0.9% +$233K 0.03% 382
2022
Q2 		$24.8M Sell
347,968
-23,803
-6% -$1.75M 0.03% 386
2022
Q1 		$27M Sell
371,771
-3,440
-0.9% -$233K 0.02% 414
2021
Q4 		$25.7M Sell
375,211
-15,946
-4% -$1.02M 0.02% 456
2021
Q3 		$24.2M Sell
391,157
-11,195
-3% -$721K 0.03% 430
2021
Q2 		$25.7M Buy
402,352
+28,768
+8% +$1.84M 0.03% 423
2021
Q1 		$23.2M Buy
373,584
+862
+0.2% +$51.6K 0.03% 433
2020
Q4 		$22.9M Sell
372,722
-88,709
-19% -$5.33M 0.03% 415
2020
Q3 		$25M Buy
461,431
+83,061
+22% +$4.44M 0.03% 343
2020
Q2 		$19.6M Sell
378,370
-13,551
-3% -$753K 0.03% 367
2020
Q1 		$21.2M Sell
391,921
-64,880
-14% -$4.11M 0.04% 318
2019
Q4 		$29.1M Sell
456,801
-45,153
-9% -$2.8M 0.04% 312
2019
Q3 		$31M Buy
501,954
+1,610
+0.3% +$93.3K 0.05% 293
2019
Q2 		$27.7M Sell
500,344
-24,938
-5% -$1.34M 0.04% 320
2019
Q1 		$27.1M Sell
525,282
-199,435
-28% -$9.78M 0.04% 315
2018
Q4 		$31.8M Buy
724,717
+60,161
+9% +$2.73M 0.06% 261
2018
Q3 		$29M Sell
664,556
-28,308
-4% -$1.3M 0.04% 309
2018
Q2 		$32.1M Sell
692,864
-8,207
-1% -$367K 0.05% 287
2018
Q1 		$31.3M Sell
701,071
-41,092
-6% -$1.82M 0.05% 292
2017
Q4 		$35.7M Sell
742,163
-80,083
-10% -$4.08M 0.05% 272
2017
Q3 		$40.4M Sell
822,246
-41,613
-5% -$2.02M 0.06% 242
2017
Q2 		$41.4M Sell
863,859
-369,348
-30% -$18.5M 0.07% 234
2017
Q1 		$61.4M Sell
1,233,207
-543,614
-31% -$26.9M 0.1% 171
2016
Q4 		$87.4M Sell
1,776,821
-151,736
-8% -$7.45M 0.15% 118
2016
Q3 		$98.9M Buy
1,928,557
+120,840
+7% +$6.36M 0.17% 115
2016
Q2 		$96.9M Buy
1,807,717
+46,961
+3% +$2.36M 0.18% 114
2016
Q1 		$91.1M Sell
1,760,756
-13,986
-0.8% -$681K 0.17% 110
2015
Q4 		$83M Buy
1,774,742
+181,217
+11% +$8.22M 0.16% 117
2015
Q3 		$71.2M Buy
1,593,525
+66,796
+4% +$2.93M 0.14% 127
2015
Q2 		$64M Buy
1,526,729
+64,886
+4% +$2.83M 0.11% 149
2015
Q1 		$64.7M Buy
1,461,843
+44,651
+3% +$2.12M 0.12% 150
2014
Q4 		$69.6M Buy
1,417,192
+135,017
+11% +$6.38M 0.12% 145
2014
Q3 		$56M Buy
1,282,175
+15,722
+1% +$691K 0.1% 163
2014
Q2 		$57.5M Sell
1,266,453
-13,721
-1% -$607K 0.1% 160
2014
Q1 		$56.3M Sell
1,280,174
-1,013,161
-44% -$42.5M 0.1% 156
2013
Q4 		$94.3M Buy
2,293,335
+211,709
+10% +$8.74M 0.18% 96
2013
Q3 		$85.7M Buy
2,081,626
+118,210
+6% +$5.09M 0.17% 106
2013
Q2 		$86.6M Buy
+1,963,416
New +$90.3M 0.19% 98

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

TD Asset Management's SO Position: Q2 2026 in Review

TD Asset Management reduced its Southern Company (SO) stake by 1.5% in Q2 2026, selling an estimated $593K and leaving 411,844 shares worth $39.4M. The position accounts for 0.03% of the portfolio, ranked #361.

TD Asset Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $98.9M in Q3 2016. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TD Asset Management held 411,844 shares of Southern Company worth $39.4M as of Q2 2026.
  • TD Asset Management sold 6,295 Southern Company shares in Q2 2026, an estimated $593K.
  • Southern Company made up 0.03% of TD Asset Management's portfolio in Q2 2026, its #361 holding.
  • TD Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • TD Asset Management's Southern Company position peaked at $98.9M in Q3 2016.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.