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AGF Management’s Southern Company SO Stock Holding History

AGF 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 		$6.36M Buy
65,920
+611
+0.9% +$56.5K 0.03% 243
2025
Q4 		$5.69M Buy
65,309
+4,798
+8% +$438K 0.02% 255
2025
Q3 		$5.73M Buy
60,511
+11,273
+23% +$1.05M 0.03% 263
2025
Q2 		$4.52M Buy
49,238
+4,256
+9% +$382K 0.02% 275
2025
Q1 		$4.14M Buy
44,982
+36,446
+427% +$3.16M 0.02% 275
2024
Q4 		$703K Sell
8,536
-7,347
-46% -$645K ﹤0.01% 597
2024
Q3 		$1.43M Sell
15,883
-108,573
-87% -$9.27M 0.01% 534
2024
Q2 		$9.65M Sell
124,456
-1,980
-2% -$150K 0.05% 209
2024
Q1 		$9.07M Sell
126,436
-5,456
-4% -$377K 0.05% 219
2023
Q4 		$9.25M Sell
131,892
-63,088
-32% -$4.33M 0.05% 207
2023
Q3 		$12.6M Sell
194,980
-1,714
-0.9% -$119K 0.09% 170
2023
Q2 		$13.8M Buy
196,694
+22,889
+13% +$1.64M 0.1% 159
2023
Q1 		$12.1M Sell
173,805
-13,321
-7% -$897K 0.08% 186
2022
Q4 		$13.4M Buy
+187,126
New +$12.5M 0.1% 168

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

AGF Management's SO Position: Q1 2026 in Review

AGF Management increased its Southern Company (SO) stake by 0.94% in Q1 2026, buying an estimated $56.5K and bringing the position to 65,920 shares worth $6.36M. The position accounts for 0.03% of the portfolio, ranked #243.

AGF Management first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.8M in Q2 2023. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • AGF Management held 65,920 shares of Southern Company worth $6.36M as of Q1 2026.
  • AGF Management bought 611 Southern Company shares in Q1 2026, an estimated $56.5K.
  • Southern Company made up 0.03% of AGF Management's portfolio in Q1 2026, its #243 holding.
  • AGF Management first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
  • AGF Management's Southern Company position peaked at $13.8M in Q2 2023.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.