TI
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Tidal Investments’s Southern Company SO Stock Holding History

Tidal Investments’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 		$5.11M Sell
53,386
-5,872
-10% -$553K 0.01% 926
2026
Q1 		$5.72M Buy
59,258
+18,747
+46% +$1.73M 0.01% 759
2025
Q4 		$3.53M Buy
40,511
+12,146
+43% +$1.11M 0.01% 758
2025
Q3 		$2.69M Buy
28,365
+1,594
+6% +$149K 0.01% 787
2025
Q2 		$2.46M Buy
26,771
+6,645
+33% +$597K 0.01% 643
2025
Q1 		$1.85M Sell
20,126
-481
-2% -$41.6K 0.02% 733
2024
Q4 		$1.7M Sell
20,607
-3,206
-13% -$281K 0.01% 764
2024
Q3 		$2.15M Buy
23,813
+8,996
+61% +$768K 0.02% 610
2024
Q2 		$1.15M Sell
14,817
-10,032
-40% -$760K 0.02% 821
2024
Q1 		$1.78M Sell
24,849
-3,843
-13% -$265K 0.03% 590
2023
Q4 		$2.01M Buy
28,692
+7,721
+37% +$530K 0.05% 352
2023
Q3 		$1.36M Buy
20,971
+1,591
+8% +$110K 0.04% 446
2023
Q2 		$1.36M Buy
19,380
+4,151
+27% +$298K 0.04% 435
2023
Q1 		$1.06M Buy
15,229
+2,028
+15% +$137K 0.03% 471
2022
Q4 		$943K Sell
13,201
-85
-0.6% -$5.68K 0.04% 462
2022
Q3 		$903K Buy
13,286
+623
+5% +$47.2K 0.04% 396
2022
Q2 		$903K Buy
12,663
+1
+0% +$73 0.03% 413
2022
Q1 		$918K Buy
12,662
+530
+4% +$35.9K 0.03% 457
2021
Q4 		$832K Buy
12,132
+2,407
+25% +$153K 0.03% 459
2021
Q3 		$603K Buy
9,725
+1,956
+25% +$126K 0.02% 467
2021
Q2 		$470K Buy
7,769
+1,701
+28% +$109K 0.02% 445
2021
Q1 		$377K Buy
6,068
+1,455
+32% +$87.1K 0.02% 363
2020
Q4 		$283K Buy
+4,613
New +$277K 0.02% 319

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

Tidal Investments's SO Position: Q2 2026 in Review

Tidal Investments reduced its Southern Company (SO) stake by 9.9% in Q2 2026, selling an estimated $553K and leaving 53,386 shares worth $5.11M. The position accounts for 0.01% of the portfolio, ranked #926.

Tidal Investments first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.72M in Q1 2026. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tidal Investments held 53,386 shares of Southern Company worth $5.11M as of Q2 2026.
  • Tidal Investments sold 5,872 Southern Company shares in Q2 2026, an estimated $553K.
  • Southern Company made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #926 holding.
  • Tidal Investments first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Tidal Investments's Southern Company position peaked at $5.72M in Q1 2026.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.