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Addison Advisors’s Southern Company SO Stock Holding History

Addison Advisors’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
Q1 		$75.1K Hold
778
– – 0.02% 359
2025
Q4 		$67.8K Buy
778
+39
+5% +$3.56K 0.02% 373
2025
Q3 		$70K Sell
739
-81
-10% -$7.56K 0.02% 362
2025
Q2 		$75.3K Buy
820
+52
+7% +$4.67K 0.02% 345
2025
Q1 		$70.6K Sell
768
-13
-2% -$1.13K 0.02% 346
2024
Q4 		$64.3K Sell
781
-45
-5% -$3.95K 0.02% 346
2024
Q3 		$74.5K Sell
826
-34
-4% -$2.9K 0.02% 339
2024
Q2 		$66.7K Sell
860
-227
-21% -$17.2K 0.02% 332
2024
Q1 		$78K Sell
1,087
-910
-46% -$62.8K 0.03% 314
2023
Q4 		$140K Buy
1,997
+875
+78% +$60.1K 0.05% 229
2023
Q3 		$72.6K Sell
1,122
-20
-2% -$1.39K 0.03% 283
2023
Q2 		$80.2K Sell
1,142
-95
-8% -$6.81K 0.04% 266
2023
Q1 		$86.1K Buy
1,237
+188
+18% +$12.7K 0.05% 242
2022
Q4 		$74.9K Sell
1,049
-400
-28% -$26.7K 0.04% 250
2022
Q3 		$99K Sell
1,449
-123
-8% -$9.32K 0.06% 188
2022
Q2 		$112K Sell
1,572
-165
-9% -$12.1K 0.07% 175
2022
Q1 		$126K Buy
1,737
+444
+34% +$30.1K 0.07% 190
2021
Q4 		$89K Buy
1,293
+1,160
+872% +$74K 0.06% 189
2021
Q3 		$8K Hold
133
– – 0.01% 323
2021
Q2 		$8K Buy
+133
New +$8.51K 0.01% 319
2020
Q4 		$8K Buy
+133
New +$8K 0.01% 305

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Addison Advisors's SO Position: Q1 2026 in Review

Addison Advisors held its Southern Company (SO) position steady in Q1 2026 at 778 shares worth $75.1K. The position accounts for 0.02% of the portfolio, ranked #359.

Addison Advisors first reported a position in SO in Q4 2020 and has held it in 21 quarters since. The position peaked at $140K in Q4 2023. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Addison Advisors held 778 shares of Southern Company worth $75.1K as of Q1 2026.
  • Addison Advisors left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.02% of Addison Advisors's portfolio in Q1 2026, its #359 holding.
  • Addison Advisors first reported a position in Southern Company in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Southern Company position peaked at $140K in Q4 2023.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.