Tributary Capital Management’s Southern Company SO Stock Holding History

Tributary Capital 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	$428K	Hold	4,475	–	–	0.04%	126
2026 Q1	$432K	Buy	4,475 +650	+17%	+$60.1K	0.04%	131
2025 Q4	$334K	Sell	3,825 -1,200	-24%	-$110K	0.03%	151
2025 Q3	$476K	Sell	5,025 -290	-5%	-$27.1K	0.04%	130
2025 Q2	$488K	Sell	5,315 -100	-2%	-$8.98K	0.04%	127
2025 Q1	$498K	Sell	5,415 -185	-3%	-$16K	0.04%	123
2024 Q4	$461K	Sell	5,600 -250	-4%	-$21.9K	0.04%	124
2024 Q3	$528K	Buy	+5,850	New	+$500K	0.04%	124
2013 Q4	–	Sell	-200	Closed	-$8K	–	218
2013 Q3	$8K	Sell	200 -63,800	-100%	-$2.75M	﹤0.01%	224
2013 Q2	$2.82M	Buy	+64,000	New	+$2.94M	0.46%	99

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

Tributary Capital Management's SO Position: Q2 2026 in Review

Tributary Capital Management held its Southern Company (SO) position steady in Q2 2026 at 4,475 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #126.

Tributary Capital Management first reported a position in SO in Q2 2013 and has held it in 10 quarters since. The position peaked at $2.82M in Q2 2013. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Tributary Capital Management held 4,475 shares of Southern Company worth $428K as of Q2 2026.
Tributary Capital Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.04% of Tributary Capital Management's portfolio in Q2 2026, its #126 holding.
Tributary Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 10 quarters since.
Tributary Capital Management's Southern Company position peaked at $2.82M in Q2 2013.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tributary Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.