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Allred Capital Management’s Southern Company SO Stock Holding History

Allred Capital 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 		$760K Buy
7,870
+26
+0.3% +$2.4K 0.28% 80
2025
Q4 		$684K Buy
7,844
+8
+0.1% +$730 0.25% 85
2025
Q3 		$743K Sell
7,836
-25
-0.3% -$2.33K 0.26% 91
2025
Q2 		$722K Sell
7,861
-629
-7% -$56.5K 0.27% 84
2025
Q1 		$781K Buy
8,490
+8
+0.1% +$693 0.31% 74
2024
Q4 		$698K Buy
8,482
+8
+0.1% +$702 0.27% 86
2024
Q3 		$764K Sell
8,474
-927
-10% -$79.2K 0.3% 75
2024
Q2 		$729K Sell
9,401
-364
-4% -$27.6K 0.28% 83
2024
Q1 		$701K Sell
9,765
-154
-2% -$10.6K 0.27% 84
2023
Q4 		$696K Sell
9,919
-923
-9% -$63.4K 0.3% 71
2023
Q3 		$702K Sell
10,842
-136
-1% -$9.44K 0.35% 59
2023
Q2 		$771K Sell
10,978
-164
-1% -$11.8K 0.38% 57
2023
Q1 		$775K Buy
11,142
+259
+2% +$17.4K 0.41% 54
2022
Q4 		$777K Buy
10,883
+319
+3% +$21.3K 0.43% 52
2022
Q3 		$718K Buy
10,564
+2
+0% +$152 0.45% 52
2022
Q2 		$753K Sell
10,562
-843
-7% -$61.9K 0.47% 52
2022
Q1 		$826K Sell
11,405
-79
-0.7% -$5.35K 0.44% 60
2021
Q4 		$787K Sell
11,484
-998
-8% -$63.6K 0.38% 66
2021
Q3 		$773K Sell
12,482
-351
-3% -$22.6K 0.4% 67
2021
Q2 		$776K Sell
12,833
-98
-0.8% -$6.27K 0.38% 70
2021
Q1 		$804K Sell
12,931
-3,788
-23% -$227K 0.36% 65
2020
Q4 		$1.03M Sell
16,719
-284
-2% -$17.1K 0.56% 50
2020
Q3 		$921K Sell
17,003
-3,317
-16% -$177K 0.56% 52
2020
Q2 		$1.05M Buy
20,320
+1,494
+8% +$83.1K 0.67% 39
2020
Q1 		$1.02M Sell
18,826
-345
-2% -$21.9K 0.79% 33
2019
Q4 		$1.22M Sell
19,171
-1,509
-7% -$93.5K 0.67% 38
2019
Q3 		$1.28M Sell
20,680
-4,439
-18% -$257K 0.78% 37
2019
Q2 		$1.4M Sell
25,119
-16
-0.1% -$857 0.8% 35
2019
Q1 		$1.3M Buy
25,135
+1,176
+5% +$57.6K 0.74% 35
2018
Q4 		$1.05M Buy
+23,959
New +$1.09M 0.7% 40

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

Allred Capital Management's SO Position: Q1 2026 in Review

Allred Capital Management increased its Southern Company (SO) stake by 0.33% in Q1 2026, buying an estimated $2.4K and bringing the position to 7,870 shares worth $760K. The position accounts for 0.28% of the portfolio, ranked #80.

Allred Capital Management first reported a position in SO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.4M in Q2 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Allred Capital Management held 7,870 shares of Southern Company worth $760K as of Q1 2026.
  • Allred Capital Management bought 26 Southern Company shares in Q1 2026, an estimated $2.4K.
  • Southern Company made up 0.28% of Allred Capital Management's portfolio in Q1 2026, its #80 holding.
  • Allred Capital Management first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's Southern Company position peaked at $1.4M in Q2 2019.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.