Stocks
SO
WELLS FARGO & COMPANY/MN

WELLS FARGO & COMPANY/MN

CIK

72971

City

SAN FRANCISCO

State / Country

Stock

SO — Southern Co

Top Portfolio Positions

4,406 positions · $311,296,622,981 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	61,801,086	$15,684,497,613	5.04%
MSFT	Microsoft Corp Technology	33,827,214	$12,521,819,803	4.02%
NVDA	Nvidia Corp Technology	60,434,815	$10,539,831,733	3.39%
SPY	Spdr S&P 500 ETF Trust	13,330,486	$8,669,348,262	2.78%
AVGO	Broadcom Inc. Technology	26,192,540	$8,106,853,052	2.60%
GOOGL	Alphabet Inc. Communication Services	27,917,601	$8,027,985,340	2.58%
AMZN	Amazon Com Inc Consumer Cyclical	38,171,848	$7,950,050,780	2.55%
QQQ	Invesco Qqq Trust, Series 1	12,733,773	$7,349,679,099	2.36%
JPM	Jpmorgan Chase & Co Financial Services	23,034,231	$6,775,749,389	2.18%
META	Meta Platforms, Inc. Communication Services	9,895,119	$5,661,294,430	1.82%

Portfolio Trend

52 quarters · across all stocks

Holdings in SO

Compact Export CSV

Shares Held

Position Value (USD)

42 of 42 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,791,200	60,000	-98.6%	Call	Defined	2026-05-11
2026-03-31	$410,676,865	4,254,837	+2961.0%	Shares	Defined	2026-05-11
2026-03-31	$13,416,280	139,000	-96.5%	Put	Defined	2026-05-11
2025-12-31	$349,716,120	4,010,506	+1.5%	Shares	Defined	2026-02-13
2025-09-30	$374,363,009	3,950,227	+3850.2%	Shares	Defined	2025-11-13
2025-06-30	$9,183,000	100,000	+5455.6%	Call	Defined	2025-08-14
2025-06-30	$165,294	1,800	-100.0%	Put	Defined	2025-08-14
2025-06-30	$352,441,793	3,837,981	-4.0%	Shares	Defined	2025-08-14
2025-03-31	$367,581,892	3,997,628	+8.5%	Shares	Defined	2025-05-13
2024-12-31	$303,195,753	3,683,136	-0.1%	Shares	Defined	2025-02-13
2024-09-30	$332,508,086	3,687,160	-5.3%	Shares	Defined	2024-11-13
2024-06-30	$302,122,427	3,894,836	-0.6%	Shares	Defined	2024-08-13
2024-03-31	$281,152,215	3,919,044	+301364.9%	Shares	Defined	2024-05-10
2023-12-31	$91,156	1,300	-100.0%	Put	Defined	2024-02-09
2023-12-31	$276,169,091	3,938,521	+492215.1%	Shares	Defined	2024-02-09
2023-09-30	$51,776	800	-100.0%	Put	Defined	2023-11-13
2023-09-30	$250,772,523	3,874,730	-6.2%	Shares	Defined	2023-11-13
2023-06-30	$290,268,502	4,131,936	+1973.2%	Shares	Defined	2023-08-15
2023-03-31	$13,867,294	199,300	+24812.5%	Call	Defined	2023-05-12
2023-03-31	$55,664	800	-100.0%	Put	Defined	2023-05-12
2023-03-31	$295,539,239	4,247,474	+4113.8%	Shares	Defined	2023-05-12
2022-12-31	$7,198,128	100,800	-97.7%	Put	Defined	2023-02-13
2022-12-31	$312,155,603	4,371,315	+4271.3%	Shares	Defined	2023-02-13
2022-09-30	$6,800,000	100,000	-97.6%	Put	Defined	2022-11-14
2022-09-30	$286,539,760	4,213,820	+12.8%	Shares	Defined	2022-11-14
2022-06-30	$266,308,691	3,734,521	+466715.1%	Shares	Defined	2022-08-12
2022-06-30	$57,048	800	0.0%	Put	Defined	2022-08-12
2022-03-31	$58,008	800	-100.0%	Put	Defined	2022-05-16
2022-03-31	$353,835,021	4,879,810	+6.3%	Shares	Defined	2022-05-16
2021-12-31	$314,854,480	4,591,054	-14.6%	Shares	Defined	2022-02-14
2021-09-30	$333,321,507	5,378,756	+9.3%	Shares	Defined	2021-11-15
2021-06-30	$297,654,799	4,919,101	+614787.6%	Shares	Defined	2021-08-16
2021-03-31	$49,728	800	-100.0%	Put	Defined	2021-05-13
2021-03-31	$294,304,101	4,734,622	+591727.8%	Shares	Defined	2021-05-13
2020-12-31	$49,144	800	-100.0%	Put	Defined	2021-02-09
2020-12-31	$306,919,575	4,996,249	+3.4%	Shares	Defined	2021-02-09
2020-09-30	$261,937,142	4,831,006	+603775.8%	Shares	Defined	2020-11-05
2020-09-30	$43,376	800	-100.0%	Put	Defined	2020-11-05
2020-06-30	$412,730,302	7,960,083	+723543.9%	Shares	Defined	2020-08-13
2020-06-30	$57,035	1,100	-8.3%	Put	Defined	2020-08-13
2020-03-31	$64,968	1,200	-100.0%	Put	Defined	2020-05-14
2020-03-31	$433,532,871	8,007,626	—	Shares	Defined	2020-05-14
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