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Aldebaran Financial’s Southern Company SO Stock Holding History

Aldebaran Financial’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 		$246K Hold
2,550
– – 0.23% 68
2025
Q4 		$223K Buy
2,550
+200
+9% +$18.3K 0.21% 73
2025
Q3 		$223K Sell
2,350
-100
-4% -$9.34K 0.22% 72
2025
Q2 		$225K Hold
2,450
– – 0.25% 71
2025
Q1 		$225K Buy
+2,450
New +$212K 0.28% 67
2024
Q4 		– Sell
-3,450
Closed -$311K – 78
2024
Q3 		$311K Hold
3,450
– – 0.37% 54
2024
Q2 		$268K Sell
3,450
-417
-11% -$31.6K 0.35% 56
2024
Q1 		$277K Sell
3,867
-500
-11% -$34.5K 0.39% 54
2023
Q4 		$306K Sell
4,367
-500
-10% -$34.3K 0.45% 49
2023
Q3 		$315K Sell
4,867
-1,100
-18% -$76.3K 0.49% 49
2023
Q2 		$419K Sell
5,967
-325
-5% -$23.3K 0.57% 45
2023
Q1 		$438K Sell
6,292
-175
-3% -$11.8K 0.56% 47
2022
Q4 		$462K Hold
6,467
– – 0.5% 54
2022
Q3 		$445K Sell
6,467
-66
-1% -$5K 0.49% 51
2022
Q2 		$473K Hold
6,533
– – 0.5% 49
2022
Q1 		$474K Sell
6,533
-317
-5% -$21.5K 0.37% 59
2021
Q4 		$470K Hold
6,850
– – 0.35% 55
2021
Q3 		$424K Hold
6,850
– – 0.34% 57
2021
Q2 		$422K Hold
6,850
– – 0.35% 56
2021
Q1 		$426K Sell
6,850
-400
-6% -$23.9K 0.38% 57
2020
Q4 		$445K Sell
7,250
-100
-1% -$6.01K 0.41% 54
2020
Q3 		$399K Sell
7,350
-1,479
-17% -$79K 0.41% 53
2020
Q2 		$458K Hold
8,829
– – 0.54% 53
2020
Q1 		$478K Hold
8,829
– – 0.47% 64
2019
Q4 		$562K Sell
8,829
-7,600
-46% -$471K 0.43% 70
2019
Q3 		$1.02M Sell
16,429
-1,150
-7% -$66.7K 0.68% 56
2019
Q2 		$972K Sell
17,579
-1,000
-5% -$53.5K 0.67% 57
2019
Q1 		$960K Buy
18,579
+150
+0.8% +$7.35K 0.68% 55
2018
Q4 		$809K Sell
18,429
-500
-3% -$22.7K 0.62% 59
2018
Q3 		$825K Hold
18,929
– – 0.54% 60
2018
Q2 		$877K Sell
18,929
-500
-3% -$22.4K 0.6% 55
2018
Q1 		$868K Sell
19,429
-100
-0.5% -$4.44K 0.58% 58
2017
Q4 		$939K Buy
19,529
+1,100
+6% +$56K 0.62% 51
2017
Q3 		$906K Hold
18,429
– – 0.63% 53
2017
Q2 		$882K Buy
18,429
+1,100
+6% +$55.1K 0.64% 49
2017
Q1 		$863K Sell
17,329
-600
-3% -$29.7K 0.66% 50
2016
Q4 		$882K Sell
17,929
-1,100
-6% -$54K 0.7% 51
2016
Q3 		$976K Hold
19,029
– – 0.77% 49
2016
Q2 		$1.03M Hold
19,029
– – 0.83% 44
2016
Q1 		$984K Hold
19,029
– – 0.86% 41
2015
Q4 		$895K Buy
19,029
+500
+3% +$22.7K 0.83% 42
2015
Q3 		$828K Sell
18,529
-500
-3% -$21.9K 0.78% 44
2015
Q2 		$797K Sell
19,029
-972
-5% -$42.3K 0.67% 52
2015
Q1 		$886K Sell
20,001
-2,410
-11% -$114K 0.76% 47
2014
Q4 		$1.1M Buy
+22,411
New +$1.06M 0.97% 39
2014
Q2 		– Sell
-28,606
Closed -$1.26M – 128
2014
Q1 		$1.26M Sell
28,606
-200
-0.7% -$8.38K 1.1% 33
2013
Q4 		$1.18M Buy
+28,806
New +$1.19M 1.13% 28

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

Aldebaran Financial's SO Position: Q1 2026 in Review

Aldebaran Financial held its Southern Company (SO) position steady in Q1 2026 at 2,550 shares worth $246K. The position accounts for 0.23% of the portfolio, ranked #68.

Aldebaran Financial first reported a position in SO in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.26M in Q1 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Aldebaran Financial held 2,550 shares of Southern Company worth $246K as of Q1 2026.
  • Aldebaran Financial left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.23% of Aldebaran Financial's portfolio in Q1 2026, its #68 holding.
  • Aldebaran Financial first reported a position in Southern Company in Q4 2013 and has held it in 47 quarters since.
  • Aldebaran Financial's Southern Company position peaked at $1.26M in Q1 2014.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.