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Weiss Asset Management’s Southern Company SO Stock Holding History

Weiss 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 		$16.4M Buy
171,203
+39,903
+30% +$3.76M 0.17% 99
2026
Q1 		$12.7M Sell
131,300
-201,393
-61% -$18.6M 0.21% 93
2025
Q4 		$29M Buy
+332,693
New +$30.4M 0.38% 51
2025
Q1 		– Sell
-78,610
Closed -$6.47M – 640
2024
Q4 		$6.47M Buy
+78,610
New +$6.9M 0.12% 164
2024
Q1 		– Sell
-22,551
Closed -$1.58M – 481
2023
Q4 		$1.58M Sell
22,551
-24,277
-52% -$1.67M 0.08% 129
2023
Q3 		$3.03M Buy
+46,828
New +$3.25M 0.18% 62
2022
Q3 		– Sell
-92,632
Closed -$6.61M – 693
2022
Q2 		$6.61M Buy
+92,632
New +$6.8M 0.16% 164

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

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

Weiss Asset Management increased its Southern Company (SO) stake by 30% in Q2 2026, buying an estimated $3.76M and bringing the position to 171,203 shares worth $16.4M. The position accounts for 0.17% of the portfolio, ranked #99.

Weiss Asset Management first reported a position in SO in Q2 2022 and has held it in 7 quarters since. The position peaked at $29M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Weiss Asset Management held 171,203 shares of Southern Company worth $16.4M as of Q2 2026.
  • Weiss Asset Management bought 39,903 Southern Company shares in Q2 2026, an estimated $3.76M.
  • Southern Company made up 0.17% of Weiss Asset Management's portfolio in Q2 2026, its #99 holding.
  • Weiss Asset Management first reported a position in Southern Company in Q2 2022 and has held it in 7 quarters since.
  • Weiss Asset Management's Southern Company position peaked at $29M in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.