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Tucker Asset Management’s Southern Company SO Stock Holding History

Tucker Asset 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 		$253K Sell
2,648
-157
-6% -$14.8K 0.06% 138
2026
Q1 		$271K Buy
2,805
+1,781
+174% +$165K 0.08% 96
2025
Q4 		$89.3K Buy
+1,024
New +$93.5K 0.03% 212
2025
Q2 		– Sell
-2,483
Closed -$228K – 341
2025
Q1 		$228K Sell
2,483
-224
-8% -$19.4K 0.07% 76
2024
Q4 		$223K Sell
2,707
-552
-17% -$48.4K 0.02% 122
2024
Q3 		$294K Sell
3,259
-1,195
-27% -$102K 0.07% 97
2024
Q2 		$345K Sell
4,454
-1,216
-21% -$92.1K 0.08% 94
2024
Q1 		$407K Sell
5,670
-3,194
-36% -$220K 0.09% 80
2023
Q4 		$622K Sell
8,864
-370
-4% -$25.4K 0.16% 44
2023
Q3 		$598K Buy
9,234
+3,505
+61% +$243K 0.16% 45
2023
Q2 		$402K Buy
5,729
+4,276
+294% +$307K 0.12% 44
2023
Q1 		$101K Buy
1,453
+1,050
+261% +$70.7K 0.03% 143
2022
Q4 		$29.1K Buy
403
+1
+0.2% +$67 0.01% 202
2022
Q3 		$26.3K Buy
402
+1
+0.2% +$76 0.01% 202
2022
Q2 		$28.6K Buy
401
+2
+0.5% +$147 0.01% 133
2022
Q1 		$29K Buy
399
+65
+19% +$4.4K 0.01% 121
2021
Q4 		$22.8K Buy
334
+64
+24% +$4.08K 0.01% 143
2021
Q3 		$16.8K Hold
270
– – 0.01% 150
2021
Q2 		$16.3K Hold
270
– – 0.01% 141
2021
Q1 		$16.8K Sell
270
-209
-44% -$12.5K 0.01% 148
2020
Q4 		$29.4K Buy
+479
New +$28.8K 0.02% 95

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

Tucker Asset Management's SO Position: Q2 2026 in Review

Tucker Asset Management reduced its Southern Company (SO) stake by 5.6% in Q2 2026, selling an estimated $14.8K and leaving 2,648 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #138.

Tucker Asset Management first reported a position in SO in Q4 2020 and has held it in 21 quarters since. The position peaked at $622K in Q4 2023. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tucker Asset Management held 2,648 shares of Southern Company worth $253K as of Q2 2026.
  • Tucker Asset Management sold 157 Southern Company shares in Q2 2026, an estimated $14.8K.
  • Southern Company made up 0.06% of Tucker Asset Management's portfolio in Q2 2026, its #138 holding.
  • Tucker Asset Management first reported a position in Southern Company in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's Southern Company position peaked at $622K in Q4 2023.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.