Tevis Investment Management’s Southern Company SO Stock Holding History

Tevis 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	$236K	Buy	2,462 +13	+0.5%	+$1.22K	0.13%	97
2026 Q1	$236K	Buy	2,449 +24	+1%	+$2.22K	0.13%	93
2025 Q4	$230K	Hold	2,425	–	–	0.14%	101
2025 Q3	$230K	Buy	2,425 +12	+0.5%	+$1.12K	0.14%	101
2025 Q2	$222K	Buy	+2,413	New	+$217K	0.14%	101
2024 Q4	–	Sell	-2,377	Closed	-$214K	–	102
2024 Q3	$214K	Buy	+2,377	New	+$203K	0.16%	88
2022 Q4	–	Sell	-2,338	Closed	-$159K	–	172
2022 Q3	$159K	Hold	2,338	–	–	0.15%	98
2022 Q2	$167K	Hold	2,338	–	–	0.16%	95
2022 Q1	$170K	Hold	2,338	–	–	0.15%	100
2021 Q4	$161K	Buy	+2,338	New	+$149K	0.14%	120

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Tevis Investment Management increased its Southern Company (SO) stake by 0.53% in Q2 2026, buying an estimated $1.22K and bringing the position to 2,462 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #97.

Tevis Investment Management first reported a position in SO in Q4 2021 and has held it in 10 quarters since. The position peaked at $236K in Q1 2026. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Tevis Investment Management held 2,462 shares of Southern Company worth $236K as of Q2 2026.
Tevis Investment Management bought 13 Southern Company shares in Q2 2026, an estimated $1.22K.
Southern Company made up 0.13% of Tevis Investment Management's portfolio in Q2 2026, its #97 holding.
Tevis Investment Management first reported a position in Southern Company in Q4 2021 and has held it in 10 quarters since.
Tevis Investment Management's Southern Company position peaked at $236K in Q1 2026.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.