Allen Capital Group’s Southern Company SO Stock Holding History

Allen Capital Group’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	$1.99M	Sell	20,665 -3,858	-16%	-$357K	0.18%	99
2025 Q4	$2.14M	Sell	24,523 -4,801	-16%	-$438K	0.2%	95
2025 Q3	$2.78M	Sell	29,324 -81	-0.3%	-$7.56K	0.26%	83
2025 Q2	$2.7M	Buy	29,405 +125	+0.4%	+$11.2K	0.28%	77
2025 Q1	$2.69M	Buy	29,280 +8,205	+39%	+$710K	0.3%	72
2024 Q4	$1.73M	Buy	21,075 +3,059	+17%	+$268K	0.21%	83
2024 Q3	$1.62M	Buy	18,016 +7,829	+77%	+$669K	0.2%	82
2024 Q2	$790K	Buy	10,187 +5,245	+106%	+$397K	0.11%	110
2024 Q1	$355K	Buy	+4,942	New	+$341K	0.05%	148

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

Allen Capital Group's SO Position: Q1 2026 in Review

Allen Capital Group reduced its Southern Company (SO) stake by 16% in Q1 2026, selling an estimated $357K and leaving 20,665 shares worth $1.99M. The position accounts for 0.18% of the portfolio, ranked #99.

Allen Capital Group first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.78M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Allen Capital Group held 20,665 shares of Southern Company worth $1.99M as of Q1 2026.
Allen Capital Group sold 3,858 Southern Company shares in Q1 2026, an estimated $357K.
Southern Company made up 0.18% of Allen Capital Group's portfolio in Q1 2026, its #99 holding.
Allen Capital Group first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Allen Capital Group's Southern Company position peaked at $2.78M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.