Woodard & Company Asset Management Group’s Southern Company SO Stock Holding History

Woodard & Company Asset Management Group’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 Q2	$362K	Buy	3,779 +109	+3%	+$10.3K	0.05%	94
2026 Q1	$354K	Sell	3,670 -100	-3%	-$9.25K	0.06%	91
2025 Q4	$329K	Hold	3,770	–	–	0.05%	94
2025 Q3	$357K	Buy	3,770 +100	+3%	+$9.34K	0.06%	85
2025 Q2	$337K	Hold	3,670	–	–	0.06%	83
2025 Q1	$337K	Hold	3,670	–	–	0.07%	86
2024 Q4	$302K	Hold	3,670	–	–	0.07%	81
2024 Q3	$331K	Hold	3,670	–	–	0.07%	75
2024 Q2	$285K	Hold	3,670	–	–	0.07%	76
2024 Q1	$263K	Hold	3,670	–	–	0.07%	74
2023 Q4	$257K	Hold	3,670	–	–	0.08%	71
2023 Q3	$238K	Hold	3,670	–	–	0.08%	66
2023 Q2	$258K	Sell	3,670 -400	-10%	-$28.7K	0.09%	70
2023 Q1	$283K	Buy	4,070 +400	+11%	+$26.9K	0.1%	67
2022 Q4	$262K	Hold	3,670	–	–	0.09%	68
2022 Q3	$250K	Sell	3,670 -400	-10%	-$30.3K	0.12%	66
2022 Q2	$290K	Sell	4,070 -400	-9%	-$29.4K	0.12%	62
2022 Q1	$324K	Sell	4,470 -1,200	-21%	-$81.3K	0.14%	68
2021 Q4	$389K	Hold	5,670	–	–	0.18%	59
2021 Q3	$351K	Sell	5,670 -100	-2%	-$6.44K	0.22%	60
2021 Q2	$349K	Sell	5,770 -200	-3%	-$12.8K	0.21%	63
2021 Q1	$371K	Hold	5,970	–	–	0.24%	59
2020 Q4	$367K	Sell	5,970 -100	-2%	-$6.01K	0.23%	51
2020 Q3	$329K	Sell	6,070 -1,082	-15%	-$57.8K	0.22%	47
2020 Q2	$371K	Sell	7,152 -129	-2%	-$7.17K	0.25%	47
2020 Q1	$394K	Buy	7,281 +2,740	+60%	+$174K	0.28%	43
2019 Q4	$289K	Sell	4,541 -3,779	-45%	-$234K	0.17%	54
2019 Q3	$514K	Buy	+8,320	New	+$482K	0.33%	42
2018 Q4	–	Sell	-7,310	Closed	-$319K	–	199
2018 Q3	$319K	Buy	7,310 +200	+3%	+$9.22K	0.29%	41
2018 Q2	$329K	Buy	7,110 +100	+1%	+$4.48K	0.32%	38
2018 Q1	$313K	Buy	7,010 +600	+9%	+$26.6K	0.31%	37
2017 Q4	$308K	Buy	+6,410	New	+$327K	0.27%	40

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Woodard & Company Asset Management Group's SO Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Southern Company (SO) stake by 3% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,779 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #94.

Woodard & Company Asset Management Group first reported a position in SO in Q4 2017 and has held it in 32 quarters since. The position peaked at $514K in Q3 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Woodard & Company Asset Management Group held 3,779 shares of Southern Company worth $362K as of Q2 2026.
Woodard & Company Asset Management Group bought 109 Southern Company shares in Q2 2026, an estimated $10.3K.
Southern Company made up 0.05% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #94 holding.
Woodard & Company Asset Management Group first reported a position in Southern Company in Q4 2017 and has held it in 32 quarters since.
Woodard & Company Asset Management Group's Southern Company position peaked at $514K in Q3 2019.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.