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

Vanguard Portfolio 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 		$2.59B Buy
27,023,691
+886,834
+3% +$83.5M 0.12% 170
2026
Q1 		$2.52B Buy
+26,136,857
New +$2.42B 0.13% 153

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Vanguard Portfolio Management increased its Southern Company (SO) stake by 3.4% in Q2 2026, buying an estimated $83.5M and bringing the position to 27,023,691 shares worth $2.59B. The position accounts for 0.12% of the portfolio, ranked #170.

Vanguard Portfolio 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 Portfolio Management held 27,023,691 shares of Southern Company worth $2.59B as of Q2 2026.
  • Vanguard Portfolio Management bought 886,834 Southern Company shares in Q2 2026, an estimated $83.5M.
  • Southern Company made up 0.12% of Vanguard Portfolio Management's portfolio in Q2 2026, its #170 holding.
  • Vanguard Portfolio 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 Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.