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Advyzon Investment Management’s Southern Company SO Stock Holding History

Advyzon Investment 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 		$2.39M Buy
24,743
+11,312
+84% +$1.05M 0.21% 109
2025
Q4 		$1.17M Buy
13,431
+217
+2% +$19.8K 0.14% 162
2025
Q3 		$1.25M Sell
13,214
-17,208
-57% -$1.61M 0.22% 107
2025
Q2 		$2.79M Buy
30,422
+27,610
+982% +$2.48M 0.62% 36
2025
Q1 		$259K Sell
2,812
-98
-3% -$8.48K 0.09% 213
2024
Q4 		$240K Buy
+2,910
New +$255K 0.09% 200

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

Advyzon Investment Management's SO Position: Q1 2026 in Review

Advyzon Investment Management increased its Southern Company (SO) stake by 84% in Q1 2026, buying an estimated $1.05M and bringing the position to 24,743 shares worth $2.39M. The position accounts for 0.21% of the portfolio, ranked #109.

Advyzon Investment Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.79M in Q2 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Advyzon Investment Management held 24,743 shares of Southern Company worth $2.39M as of Q1 2026.
  • Advyzon Investment Management bought 11,312 Southern Company shares in Q1 2026, an estimated $1.05M.
  • Southern Company made up 0.21% of Advyzon Investment Management's portfolio in Q1 2026, its #109 holding.
  • Advyzon Investment Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Southern Company position peaked at $2.79M in Q2 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.