AllGen Financial Advisors’s Southern Company SO Stock Holding History

AllGen Financial Advisors’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	$222K	Hold	2,300	–	–	0.05%	38
2025 Q4	$201K	Hold	2,300	–	–	0.05%	40
2025 Q3	$218K	Hold	2,300	–	–	0.05%	41
2025 Q2	$211K	Hold	2,300	–	–	0.06%	39
2025 Q1	$211K	Buy	+2,300	New	+$199K	0.06%	37
2024 Q4	–	Sell	-2,300	Closed	-$207K	–	43
2024 Q3	$207K	Buy	+2,300	New	+$196K	0.07%	40
2023 Q1	–	Sell	-4,086	Closed	-$292K	–	36
2022 Q4	$292K	Hold	4,086	–	–	0.21%	32
2022 Q3	$278K	Hold	4,086	–	–	0.22%	36
2022 Q2	$291K	Sell	4,086 -38,363	-90%	-$2.82M	0.24%	32
2022 Q1	$1.22M	Buy	+42,449	New	+$2.87M	1.02%	27
2021 Q4	–	Sell	-42,158	Closed	-$1.07M	–	38
2021 Q3	$1.07M	Buy	+42,158	New	+$2.71M	0.87%	25

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

AllGen Financial Advisors's SO Position: Q1 2026 in Review

AllGen Financial Advisors held its Southern Company (SO) position steady in Q1 2026 at 2,300 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #38.

AllGen Financial Advisors first reported a position in SO in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

AllGen Financial Advisors held 2,300 shares of Southern Company worth $222K as of Q1 2026.
AllGen Financial Advisors left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.05% of AllGen Financial Advisors's portfolio in Q1 2026, its #38 holding.
AllGen Financial Advisors first reported a position in Southern Company in Q3 2021 and has held it in 11 quarters since.
AllGen Financial Advisors's Southern Company position peaked at $1.22M in Q1 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.