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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wedge Capital Management's SO Position: Q2 2026 in Review

Wedge Capital Management opened a new position in Southern Company (SO) in Q2 2026: 2,423 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Wedge Capital Management previously reported a position in SO as recently as Q2 2019.

Wedge Capital Management first reported a position in SO in Q2 2018 and has held it in 6 quarters since. The position peaked at $13.1M in Q2 2019. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wedge Capital Management held 2,423 shares of Southern Company worth $232K as of Q2 2026.
Southern Company was a new Wedge Capital Management position in Q2 2026.
Southern Company made up ﹤0.01% of Wedge Capital Management's portfolio in Q2 2026, its #472 holding.
Wedge Capital Management first reported a position in Southern Company in Q2 2018 and has held it in 6 quarters since.
Wedge Capital Management's Southern Company position peaked at $13.1M in Q2 2019.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.