TIA
SO icon

Tiemann Investment Advisors’s Southern Company SO Stock Holding History

Tiemann Investment Advisors’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 		$194K Sell
2,026
-300
-13% -$28.2K 0.07% 200
2026
Q1 		$225K Buy
2,326
+246
+12% +$22.8K 0.09% 176
2025
Q4 		$181K Sell
2,080
-500
-19% -$45.6K 0.07% 204
2025
Q3 		$245K Hold
2,580
– – 0.09% 171
2025
Q2 		$237K Buy
2,580
+285
+12% +$25.6K 0.1% 168
2025
Q1 		$211K Buy
+2,295
New +$199K 0.1% 178
2017
Q1 		– Sell
-3,904
Closed -$192K – 165
2016
Q4 		$192K Sell
3,904
-475
-11% -$23.3K 0.19% 153
2016
Q3 		$225K Hold
4,379
– – 0.21% 148
2016
Q2 		$235K Buy
+4,379
New +$220K 0.22% 139

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

Tiemann Investment Advisors's SO Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its Southern Company (SO) stake by 13% in Q2 2026, selling an estimated $28.2K and leaving 2,026 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #200.

Tiemann Investment Advisors first reported a position in SO in Q2 2016 and has held it in 9 quarters since. The position peaked at $245K in Q3 2025. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tiemann Investment Advisors held 2,026 shares of Southern Company worth $194K as of Q2 2026.
  • Tiemann Investment Advisors sold 300 Southern Company shares in Q2 2026, an estimated $28.2K.
  • Southern Company made up 0.07% of Tiemann Investment Advisors's portfolio in Q2 2026, its #200 holding.
  • Tiemann Investment Advisors first reported a position in Southern Company in Q2 2016 and has held it in 9 quarters since.
  • Tiemann Investment Advisors's Southern Company position peaked at $245K in Q3 2025.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.