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Advance Capital Management’s Southern Company SO Stock Holding History

Advance Capital 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
2026
Q1 		$258K Buy
2,674
+39
+1% +$3.61K 0.01% 151
2025
Q4 		$230K Buy
2,635
+10
+0.4% +$913 0.01% 156
2025
Q3 		$249K Buy
2,625
+368
+16% +$34.4K 0.01% 150
2025
Q2 		$207K Sell
2,257
-232
-9% -$20.8K 0.01% 161
2025
Q1 		$229K Sell
2,489
-16
-0.6% -$1.39K 0.01% 142
2024
Q4 		$206K Buy
2,505
+172
+7% +$15.1K 0.01% 149
2024
Q3 		$210K Buy
+2,333
New +$199K 0.01% 143

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

Advance Capital Management's SO Position: Q1 2026 in Review

Advance Capital Management increased its Southern Company (SO) stake by 1.5% in Q1 2026, buying an estimated $3.61K and bringing the position to 2,674 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #151.

Advance Capital Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Advance Capital Management held 2,674 shares of Southern Company worth $258K as of Q1 2026.
  • Advance Capital Management bought 39 Southern Company shares in Q1 2026, an estimated $3.61K.
  • Southern Company made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #151 holding.
  • Advance Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.