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Warwick Investment Management’s Southern Company SO Stock Holding History

Warwick Investment 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 		$422K Buy
4,412
+993
+29% +$93.5K 0.05% 89
2026
Q1 		$330K Buy
3,419
+231
+7% +$21.4K 0.05% 98
2025
Q4 		$278K Sell
3,188
-289
-8% -$26.4K 0.04% 124
2025
Q3 		$330K Buy
3,477
+183
+6% +$17.1K 0.06% 106
2025
Q2 		$302K Buy
3,294
+221
+7% +$19.8K 0.06% 93
2025
Q1 		$283K Buy
3,073
+232
+8% +$20.1K 0.06% 93
2024
Q4 		$234K Buy
+2,841
New +$249K 0.05% 87
2024
Q3 		– Sell
-2,747
Closed -$213K – 109
2024
Q2 		$213K Buy
+2,747
New +$208K 0.05% 102

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

Warwick Investment Management's SO Position: Q2 2026 in Review

Warwick Investment Management increased its Southern Company (SO) stake by 29% in Q2 2026, buying an estimated $93.5K and bringing the position to 4,412 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #89.

Warwick Investment Management first reported a position in SO in Q2 2024 and has held it in 8 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Warwick Investment Management held 4,412 shares of Southern Company worth $422K as of Q2 2026.
  • Warwick Investment Management bought 993 Southern Company shares in Q2 2026, an estimated $93.5K.
  • Southern Company made up 0.05% of Warwick Investment Management's portfolio in Q2 2026, its #89 holding.
  • Warwick Investment Management first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.