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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
2020
Q4 		– Sell
-400
Closed -$21K – 1853
2020
Q3 		$21K Buy
+400
New +$21.4K ﹤0.01% 1396
2015
Q1 		– Sell
-61
Closed -$14K – 2155
2014
Q4 		$14K Sell
61
-20
-25% -$944 ﹤0.01% 1700
2014
Q3 		$2K Sell
81
-60
-43% -$2.64K ﹤0.01% 2296
2014
Q2 		$19K Buy
+141
New +$6.23K ﹤0.01% 1708
2013
Q4 		– Sell
-392
Closed -$25K – 2912
2013
Q3 		$25K Buy
392
+67
+21% +$2.89K ﹤0.01% 1959
2013
Q2 		$18K Buy
+325
New +$14.9K ﹤0.01% 2050

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 $3.38T AUM 44.17% 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

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

Wolverine Asset Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 38,380 shares — an estimated $3.7M sold.

Wolverine Asset Management first reported a position in SO in Q2 2013 and held it in 23 quarters. The position peaked at $3.7M in Q1 2026. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wolverine Asset Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Wolverine Asset Management sold 38,380 Southern Company shares in Q2 2026, an estimated $3.7M.
  • Wolverine Asset Management first reported a position in Southern Company in Q2 2013 and held it in 23 quarters.
  • Wolverine Asset Management's Southern Company position peaked at $3.7M in Q1 2026.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.