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
2022 Q1	–	Sell	-32,500	Closed	-$2.23M	–	2361
2021 Q4	$2.23M	Hold	32,500	–	–	0.02%	507
2021 Q3	$2.01M	Hold	32,500	–	–	0.02%	483
2021 Q2	$1.97M	Hold	32,500	–	–	0.02%	445
2021 Q1	$2.02M	Sell	32,500 -2,000	-6%	-$120K	0.02%	427
2020 Q4	$2.12M	Hold	34,500	–	–	0.02%	436
2020 Q3	$1.87M	Buy	34,500 +4,000	+13%	+$214K	0.02%	417
2020 Q2	$1.58M	Buy	+30,500	New	+$1.7M	0.02%	441
2015 Q4	–	Sell	-100	Closed	-$4K	–	1900
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	1669
2015 Q2	$14K	Hold	100	–	–	﹤0.01%	1553
2015 Q1	$15K	Sell	100 -12	-11%	-$570	﹤0.01%	1489
2014 Q4	$9K	Sell	112 -22	-16%	-$1.04K	﹤0.01%	1773
2014 Q3	$27K	Sell	134 -71	-35%	-$3.12K	﹤0.01%	1712
2014 Q2	$26K	Buy	205 +97	+90%	+$4.29K	﹤0.01%	1627
2014 Q1	$31K	Sell	108 -182	-63%	-$7.63K	﹤0.01%	1499
2013 Q4	$97K	Buy	290 +34	+13%	+$1.4K	﹤0.01%	1468
2013 Q3	$66K	Sell	256 -1	-0.4%	-$43	﹤0.01%	1624
2013 Q2	$46K	Buy	+257	New	+$11.8K	﹤0.01%	1728

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.