Vanguard Asset Management
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Vanguard Asset Management’s Southern Company SO Stock Holding History

Vanguard 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 		$229M Buy
2,392,608
+323,365
+16% +$30.4M 0.15% 113
2026
Q1 		$200M Buy
+2,069,243
New +$191M 0.17% 107

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Vanguard Asset Management increased its Southern Company (SO) stake by 16% in Q2 2026, buying an estimated $30.4M and bringing the position to 2,392,608 shares worth $229M. The position accounts for 0.15% of the portfolio, ranked #113.

Vanguard Asset Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Vanguard Asset Management held 2,392,608 shares of Southern Company worth $229M as of Q2 2026.
  • Vanguard Asset Management bought 323,365 Southern Company shares in Q2 2026, an estimated $30.4M.
  • Southern Company made up 0.15% of Vanguard Asset Management's portfolio in Q2 2026, its #113 holding.
  • Vanguard Asset Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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