AFT Forsyth & Company’s Southern Company SO Stock Holding History

AFT Forsyth & Company’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	$1.1M	Hold	11,423	–	–	0.52%	45
2025 Q4	$996K	Sell	11,423 -575	-5%	-$52.5K	0.43%	50
2025 Q3	$1.14M	Hold	11,998	–	–	0.54%	41
2025 Q2	$1.1M	Hold	11,998	–	–	0.56%	39
2025 Q1	$1.1M	Hold	11,998	–	–	0.59%	41
2024 Q4	$988K	Hold	11,998	–	–	0.48%	45
2024 Q3	$1.08M	Hold	11,998	–	–	0.53%	41
2024 Q2	$931K	Hold	11,998	–	–	0.46%	48
2024 Q1	$861K	Hold	11,998	–	–	0.49%	49
2023 Q4	$841K	Hold	11,998	–	–	0.53%	48
2023 Q3	$777K	Hold	11,998	–	–	0.57%	47
2023 Q2	$843K	Hold	11,998	–	–	0.6%	45
2023 Q1	$835K	Hold	11,998	–	–	0.64%	46
2022 Q4	$857K	Hold	11,998	–	–	0.73%	42
2022 Q3	$816K	Hold	11,998	–	–	0.73%	43
2022 Q2	$856K	Buy	11,998 +265	+2%	+$19.5K	0.69%	41
2022 Q1	$851K	Buy	+11,733	New	+$795K	0.54%	53
2013 Q3	$14K	Hold	350	–	–	0.02%	259
2013 Q2	$15K	Buy	+350	New	+$16.1K	0.02%	231

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AFT Forsyth & Company's SO Position: Q1 2026 in Review

AFT Forsyth & Company held its Southern Company (SO) position steady in Q1 2026 at 11,423 shares worth $1.1M. The position accounts for 0.52% of the portfolio, ranked #45.

AFT Forsyth & Company first reported a position in SO in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.14M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

AFT Forsyth & Company held 11,423 shares of Southern Company worth $1.1M as of Q1 2026.
AFT Forsyth & Company left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.52% of AFT Forsyth & Company's portfolio in Q1 2026, its #45 holding.
AFT Forsyth & Company first reported a position in Southern Company in Q2 2013 and has held it in 19 quarters since.
AFT Forsyth & Company's Southern Company position peaked at $1.14M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.