T
SO icon

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
Q2 		$22.3K Sell
233
-44
-16% -$4.14K 0.01% 397
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 $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

Tidemark's SO Position: Q2 2026 in Review

Tidemark reduced its Southern Company (SO) stake by 16% in Q2 2026, selling an estimated $4.14K and leaving 233 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #397.

Tidemark first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.7K in Q1 2026. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tidemark held 233 shares of Southern Company worth $22.3K as of Q2 2026.
  • Tidemark sold 44 Southern Company shares in Q2 2026, an estimated $4.14K.
  • Southern Company made up 0.01% of Tidemark's portfolio in Q2 2026, its #397 holding.
  • Tidemark first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Southern Company position peaked at $26.7K in Q1 2026.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.