Alaethes Wealth’s Southern Company SO Stock Holding History

Alaethes Wealth’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	$2.28M	Buy	23,617 +726	+3%	+$67.2K	0.65%	45
2025 Q4	$2M	Sell	22,891 -747	-3%	-$68.2K	0.56%	56
2025 Q3	$2.24M	Buy	23,638 +2,686	+13%	+$251K	0.64%	48
2025 Q2	$1.92M	Buy	20,952 +18,702	+831%	+$1.68M	0.57%	58
2025 Q1	$207K	Buy	+2,250	New	+$195K	0.08%	106
2024 Q3	–	Sell	-3,905	Closed	-$303K	–	116
2024 Q2	$303K	Hold	3,905	–	–	0.13%	98
2024 Q1	$280K	Hold	3,905	–	–	0.12%	100
2023 Q4	$274K	Hold	3,905	–	–	0.13%	102
2023 Q3	$253K	Hold	3,905	–	–	0.14%	100
2023 Q2	$274K	Hold	3,905	–	–	0.15%	100
2023 Q1	$272K	Buy	3,905 +180	+5%	+$12.1K	0.16%	102
2022 Q4	$266K	Hold	3,725	–	–	0.18%	94
2022 Q3	$253K	Hold	3,725	–	–	0.19%	92
2022 Q2	$266K	Sell	3,725 -1,550	-29%	-$114K	0.2%	93
2022 Q1	$382K	Sell	5,275 -25	-0.5%	-$1.69K	0.24%	89
2021 Q4	$363K	Sell	5,300 -3,483	-40%	-$222K	0.23%	84
2021 Q3	$544K	Sell	8,783 -522	-6%	-$33.6K	0.4%	77
2021 Q2	$563K	Hold	9,305	–	–	0.43%	71
2021 Q1	$578K	Buy	+9,305	New	+$557K	0.54%	70

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

Alaethes Wealth's SO Position: Q1 2026 in Review

Alaethes Wealth increased its Southern Company (SO) stake by 3.2% in Q1 2026, buying an estimated $67.2K and bringing the position to 23,617 shares worth $2.28M. The position accounts for 0.65% of the portfolio, ranked #45.

Alaethes Wealth first reported a position in SO in Q1 2021 and has held it in 19 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Alaethes Wealth held 23,617 shares of Southern Company worth $2.28M as of Q1 2026.
Alaethes Wealth bought 726 Southern Company shares in Q1 2026, an estimated $67.2K.
Southern Company made up 0.65% of Alaethes Wealth's portfolio in Q1 2026, its #45 holding.
Alaethes Wealth first reported a position in Southern Company in Q1 2021 and has held it in 19 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.