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Tidemark’s Southern Company SO Stock Holding History

Tidemark’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 		$26.7K Buy
277
+5
+2% +$463 0.01% 334
2025
Q4 		$23.7K Hold
272
– – 0.01% 317
2025
Q3 		$25.8K Hold
272
– – 0.01% 324
2025
Q2 		$25K Hold
272
– – 0.01% 337
2025
Q1 		$25K Hold
272
– – 0.01% 321
2024
Q4 		$22.4K Buy
272
+47
+21% +$4.12K 0.01% 334
2024
Q3 		$20.3K Hold
225
– – 0.01% 340
2024
Q2 		$17.5K Hold
225
– – 0.01% 344
2024
Q1 		$16.1K Hold
225
– – 0.01% 372
2023
Q4 		$15.8K Buy
+225
New +$15.5K 0.01% 367

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tidemark's SO Position: Q1 2026 in Review

Tidemark increased its Southern Company (SO) stake by 1.8% in Q1 2026, buying an estimated $463 and bringing the position to 277 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #334.

Tidemark first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Tidemark held 277 shares of Southern Company worth $26.7K as of Q1 2026.
  • Tidemark bought 5 Southern Company shares in Q1 2026, an estimated $463.
  • Southern Company made up 0.01% of Tidemark's portfolio in Q1 2026, its #334 holding.
  • Tidemark first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.