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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 2,345 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.
2,345 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.