Wedge Capital Management’s Southern Company SO Stock Holding History

Wedge 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 Q3	$209K	Buy	2,519 +96	+4%	+$8.75K	﹤0.01%	476
2026 Q2	$232K	Buy	+2,423	New	+$228K	﹤0.01%	472
2019 Q3	–	Sell	-236,791	Closed	-$13.1M	–	609
2019 Q2	$13.1M	Sell	236,791 -2,451	-1%	-$131K	0.15%	185
2019 Q1	$12.4M	Sell	239,242 -14,286	-6%	-$700K	0.14%	192
2018 Q4	$11.1M	Sell	253,528 -39,984	-14%	-$1.82M	0.14%	206
2018 Q3	$12.8M	Buy	293,512 +61,571	+27%	+$2.84M	0.12%	223
2018 Q2	$10.7M	Buy	+231,941	New	+$10.4M	0.11%	233

Other funds holding SO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wedge Capital Management's SO Position: Q3 2026 in Review

Wedge Capital Management increased its Southern Company (SO) stake by 4% in Q3 2026, buying an estimated $8.75K and bringing the position to 2,519 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Wedge Capital Management first reported a position in SO in Q2 2018 and has held it in 7 quarters since. The position peaked at $13.1M in Q2 2019. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Wedge Capital Management held 2,519 shares of Southern Company worth $209K as of Q3 2026.
Wedge Capital Management bought 96 Southern Company shares in Q3 2026, an estimated $8.75K.
Southern Company made up ﹤0.01% of Wedge Capital Management's portfolio in Q3 2026, its #476 holding.
Wedge Capital Management first reported a position in Southern Company in Q2 2018 and has held it in 7 quarters since.
Wedge Capital Management's Southern Company position peaked at $13.1M in Q2 2019.
1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.