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Advisors Management Group’s Southern Company SO Stock Holding History

Advisors 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
Q1 		$14.1M Buy
145,639
+5,010
+4% +$463K 2.56% 6
2025
Q4 		$12.3M Buy
140,629
+43,461
+45% +$3.97M 2.23% 7
2025
Q3 		$9.21M Sell
97,168
-1,164
-1% -$109K 1.62% 14
2025
Q2 		$9.03M Sell
98,332
-978
-1% -$87.8K 1.7% 12
2025
Q1 		$9.13M Sell
99,310
-367
-0.4% -$31.8K 1.99% 11
2024
Q4 		$8.21M Sell
99,677
-1,058
-1% -$92.8K 1.94% 13
2024
Q3 		$9.08M Sell
100,735
-384
-0.4% -$32.8K 2.15% 12
2024
Q2 		$7.84M Buy
101,119
+84
+0.1% +$6.37K 1.96% 13
2024
Q1 		$7.25M Sell
101,035
-568
-0.6% -$39.2K 1.8% 17
2023
Q4 		$7.12M Sell
101,603
-373
-0.4% -$25.6K 1.94% 14
2023
Q3 		$6.6M Sell
101,976
-912
-0.9% -$63.3K 1.99% 14
2023
Q2 		$7.23M Sell
102,888
-1,371
-1% -$98.3K 2.16% 13
2023
Q1 		$7.25M Buy
104,259
+3,461
+3% +$233K 2.31% 11
2022
Q4 		$7.2M Sell
100,798
-16
-0% -$1.07K 2.72% 8
2022
Q3 		$6.86M Sell
100,814
-29,358
-23% -$2.22M 2.73% 7
2022
Q2 		$9.28M Sell
130,172
-2,829
-2% -$208K 3.25% 3
2022
Q1 		$9.64M Sell
133,001
-1,814
-1% -$123K 3.26% 2
2021
Q4 		$9.25M Sell
134,815
-199
-0.1% -$12.7K 2.77% 4
2021
Q3 		$8.37M Sell
135,014
-905
-0.7% -$58.3K 2.6% 5
2021
Q2 		$8.22M Sell
135,919
-587
-0.4% -$37.5K 2.45% 5
2021
Q1 		$8.48M Sell
136,506
-1,524
-1% -$91.2K 2.67% 5
2020
Q4 		$8.48M Sell
138,030
-990
-0.7% -$59.5K 3.46% 5
2020
Q3 		$7.54M Sell
139,020
-487
-0.3% -$26K 3.13% 7
2020
Q2 		$7.23M Sell
139,507
-1,871
-1% -$104K 3.22% 6
2020
Q1 		$7.65M Sell
141,378
-116
-0.1% -$7.35K 3.67% 5
2019
Q4 		$9.01M Sell
141,494
-2,058
-1% -$128K 3.58% 5
2019
Q3 		$8.87M Sell
143,552
-977
-0.7% -$56.6K 3.66% 4
2019
Q2 		$7.99M Sell
144,529
-526
-0.4% -$28.2K 3.48% 4
2019
Q1 		$7.5M Buy
145,055
+793
+0.5% +$38.9K 3.35% 5
2018
Q4 		$6.34M Sell
144,262
-1,487
-1% -$67.6K 3.33% 4
2018
Q3 		$6.36M Buy
145,749
+659
+0.5% +$30.4K 2.92% 5
2018
Q2 		$6.72M Sell
145,090
-855
-0.6% -$38.3K 3.2% 4
2018
Q1 		$6.51M Buy
145,945
+2,794
+2% +$124K 3.34% 3
2017
Q4 		$6.88M Sell
143,151
-694
-0.5% -$35.4K 3.53% 5
2017
Q3 		$7.07M Buy
143,845
+59,028
+70% +$2.86M 3.74% 2
2017
Q2 		$4.06M Buy
84,817
+532
+0.6% +$26.7K 2.24% 17
2017
Q1 		$4.2M Buy
84,285
+1,563
+2% +$77.2K 2.65% 12
2016
Q4 		$4.07M Sell
82,722
-211
-0.3% -$10.4K 2.76% 14
2016
Q3 		$4.25M Sell
82,933
-258
-0.3% -$13.6K 2.83% 11
2016
Q2 		$4.46M Sell
83,191
-458
-0.5% -$23K 3.11% 8
2016
Q1 		$4.33M Buy
83,649
+1,294
+2% +$63K 3.16% 7
2015
Q4 		$3.85M Buy
+82,355
New +$3.73M 3.16% 8

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

Advisors Management Group's SO Position: Q1 2026 in Review

Advisors Management Group increased its Southern Company (SO) stake by 3.6% in Q1 2026, buying an estimated $463K and bringing the position to 145,639 shares worth $14.1M. The position accounts for 2.56% of the portfolio, ranked #6.

Advisors Management Group first reported a position in SO in Q4 2015 and has held it in 42 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Advisors Management Group held 145,639 shares of Southern Company worth $14.1M as of Q1 2026.
  • Advisors Management Group bought 5,010 Southern Company shares in Q1 2026, an estimated $463K.
  • Southern Company made up 2.56% of Advisors Management Group's portfolio in Q1 2026, its #6 holding.
  • Advisors Management Group first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.