ZI
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ZEGA Investments’s Southern Company SO Stock Holding History

ZEGA Investments’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 		$438K Buy
+4,581
New +$431K 0.05% 193

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 $3.37T AUM 44.26% 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

ZEGA Investments's SO Position: Q2 2026 in Review

ZEGA Investments opened a new position in Southern Company (SO) in Q2 2026: 4,581 shares worth $438K. The stake represents 0.05% of the portfolio and ranks #193 among its holdings.

2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • ZEGA Investments held 4,581 shares of Southern Company worth $438K as of Q2 2026.
  • Southern Company was a new ZEGA Investments position in Q2 2026.
  • Southern Company made up 0.05% of ZEGA Investments's portfolio in Q2 2026, its #193 holding.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.