William Mack & Associates
SO icon

William Mack & Associates’s Southern Company SO Stock Holding History

William Mack & Associates’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 		$4.31K Buy
+52
New +$4.74K ﹤0.01% 466

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

William Mack & Associates's SO Position: Q3 2026 in Review

William Mack & Associates opened a new position in Southern Company (SO) in Q3 2026: 52 shares worth $4.31K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings.

1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • William Mack & Associates held 52 shares of Southern Company worth $4.31K as of Q3 2026.
  • Southern Company was a new William Mack & Associates position in Q3 2026.
  • Southern Company made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #466 holding.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.