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Wolverine Asset Management’s Southern Company SO Stock Holding History

Wolverine 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
Q1 		$3.7M Buy
38,380
+10,143
+36% +$938K 0.04% 397
2025
Q4 		$2.46M Buy
+28,237
New +$2.58M 0.02% 538
2022
Q1 		– Sell
-11,329
Closed -$776K – 2360
2021
Q4 		$776K Buy
11,329
+9,533
+531% +$608K 0.01% 888
2021
Q3 		$111K Sell
1,796
-717
-29% -$46.2K ﹤0.01% 1279
2021
Q2 		$152K Buy
+2,513
New +$161K ﹤0.01% 1348
2019
Q1 		– Sell
-292
Closed -$12K – 1679
2018
Q4 		$12K Hold
292
– – ﹤0.01% 1525
2018
Q3 		$12K Sell
292
-1,336
-82% -$61.6K ﹤0.01% 1423
2018
Q2 		$75K Hold
1,628
– – ﹤0.01% 1209
2018
Q1 		$72K Sell
1,628
-4,917
-75% -$218K ﹤0.01% 1258
2017
Q4 		$314K Buy
6,545
+1,030
+19% +$52.5K ﹤0.01% 1001
2017
Q3 		$271K Sell
5,515
-1,085
-16% -$52.6K ﹤0.01% 942
2017
Q2 		$316K Buy
+6,600
New +$331K ﹤0.01% 876
2016
Q1 		– Sell
-2,700
Closed -$126K – 1584
2015
Q4 		$126K Sell
2,700
-200
-7% -$9.07K ﹤0.01% 956
2015
Q3 		$129K Hold
2,900
– – ﹤0.01% 1026
2015
Q2 		$121K Hold
2,900
– – ﹤0.01% 1060
2015
Q1 		$128K Buy
2,900
+2,000
+222% +$95K ﹤0.01% 995
2014
Q4 		$44K Sell
900
-6,200
-87% -$293K ﹤0.01% 1428
2014
Q3 		$309K Buy
7,100
+3,800
+115% +$167K 0.01% 870
2014
Q2 		$149K Buy
3,300
+3,200
+3,200% +$141K ﹤0.01% 1025
2014
Q1 		$4K Sell
100
-16,700
-99% -$700K ﹤0.01% 2026
2013
Q4 		$690K Buy
16,800
+13,600
+425% +$561K 0.01% 653
2013
Q3 		$131K Sell
3,200
-4,900
-60% -$211K ﹤0.01% 1346
2013
Q2 		$357K Buy
+8,100
New +$372K 0.01% 870

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wolverine Asset Management's SO Position: Q1 2026 in Review

Wolverine Asset Management increased its Southern Company (SO) stake by 36% in Q1 2026, buying an estimated $938K and bringing the position to 38,380 shares worth $3.7M. The position accounts for 0.04% of the portfolio, ranked #397.

Wolverine Asset Management first reported a position in SO in Q2 2013 and has held it in 23 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wolverine Asset Management held 38,380 shares of Southern Company worth $3.7M as of Q1 2026.
  • Wolverine Asset Management bought 10,143 Southern Company shares in Q1 2026, an estimated $938K.
  • Southern Company made up 0.04% of Wolverine Asset Management's portfolio in Q1 2026, its #397 holding.
  • Wolverine Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 23 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.