AF
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Allworth Financial’s Southern Company SO Stock Holding History

Allworth 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 		$22.9M Buy
237,057
+4,420
+2% +$409K 0.09% 137
2025
Q4 		$20.3M Buy
232,637
+49,591
+27% +$4.53M 0.08% 141
2025
Q3 		$17.3M Buy
183,046
+4,263
+2% +$398K 0.08% 147
2025
Q2 		$16.4M Buy
178,783
+10,805
+6% +$970K 0.08% 146
2025
Q1 		$15.3M Buy
167,978
+15,643
+10% +$1.35M 0.09% 134
2024
Q4 		$12.6M Buy
152,335
+119,475
+364% +$10.5M 0.07% 147
2024
Q3 		$2.96M Buy
32,860
+2,074
+7% +$177K 0.02% 273
2024
Q2 		$2.51M Buy
30,786
+3,160
+11% +$239K 0.02% 295
2024
Q1 		$1.98M Buy
27,626
+3,722
+16% +$257K 0.01% 322
2023
Q4 		$1.68M Buy
23,904
+704
+3% +$48.3K 0.01% 331
2023
Q3 		$1.5M Sell
23,200
-1,431
-6% -$99.3K 0.01% 318
2023
Q2 		$1.73M Sell
24,631
-377
-2% -$27K 0.01% 304
2023
Q1 		$1.74M Buy
25,008
+1,541
+7% +$104K 0.02% 277
2022
Q4 		$1.68M Buy
23,467
+2,554
+12% +$171K 0.02% 267
2022
Q3 		$1.42M Buy
20,913
+3,763
+22% +$285K 0.02% 272
2022
Q2 		$1.22M Buy
17,150
+2,492
+17% +$183K 0.02% 279
2022
Q1 		$1.06M Buy
14,658
+2,169
+17% +$147K 0.01% 295
2021
Q4 		$856K Sell
12,489
-896
-7% -$57.1K 0.01% 308
2021
Q3 		$829K Buy
13,385
+5,582
+72% +$359K 0.01% 255
2021
Q2 		$472K Sell
7,803
-110
-1% -$7.04K 0.01% 264
2021
Q1 		$492K Sell
7,913
-534
-6% -$32K 0.01% 244
2020
Q4 		$519K Sell
8,447
-162
-2% -$9.74K 0.01% 175
2020
Q3 		$467K Sell
8,609
-1,046
-11% -$55.9K 0.01% 156
2020
Q2 		$501K Buy
9,655
+2,154
+29% +$120K 0.02% 144
2020
Q1 		$406K Sell
7,501
-1,594
-18% -$101K 0.01% 173
2019
Q4 		$579K Buy
9,095
+738
+9% +$45.7K 0.02% 99
2019
Q3 		$516K Buy
8,357
+4
+0% +$232 0.02% 92
2019
Q2 		$462K Sell
8,353
-96
-1% -$5.14K 0.02% 101
2019
Q1 		$437K Buy
8,449
+174
+2% +$8.53K 0.02% 102
2018
Q4 		$363K Sell
8,275
-54
-0.6% -$2.46K 0.02% 109
2018
Q3 		$363K Buy
8,329
+54
+0.7% +$2.49K 0.02% 111
2018
Q2 		$383K Hold
8,275
– – 0.02% 108
2018
Q1 		$370K Buy
8,275
+200
+2% +$8.88K 0.03% 82
2017
Q4 		$388K Sell
8,075
-118
-1% -$6.01K 0.03% 76
2017
Q3 		$403K Sell
8,193
-1
-0% -$48 0.03% 72
2017
Q2 		$392K Buy
8,194
+12
+0.1% +$602 0.03% 69
2017
Q1 		$407K Buy
8,182
+12
+0.1% +$593 0.04% 65
2016
Q4 		$402K Buy
8,170
+12
+0.1% +$590 0.04% 65
2016
Q3 		$418K Sell
8,158
-20
-0.2% -$1.05K 0.04% 65
2016
Q2 		$439K Buy
8,178
+44
+0.5% +$2.21K 0.05% 59
2016
Q1 		$421K Sell
8,134
-43
-0.5% -$2.1K 0.05% 67
2015
Q4 		$383K Sell
8,177
-862
-10% -$39.1K 0.07% 66
2015
Q3 		$404K Buy
9,039
+14
+0.2% +$614 0.14% 61
2015
Q2 		$378K Sell
9,025
-2,889
-24% -$126K 0.13% 66
2015
Q1 		$528K Buy
11,914
+13
+0.1% +$618 0.2% 52
2014
Q4 		$584K Buy
11,901
+11
+0.1% +$519 0.22% 43
2014
Q3 		$519K Buy
11,890
+12
+0.1% +$527 0.2% 44
2014
Q2 		$539K Buy
11,878
+13
+0.1% +$575 0.24% 31
2014
Q1 		$521K Buy
11,865
+537
+5% +$22.5K 0.23% 28
2013
Q4 		$466K Buy
11,328
+12
+0.1% +$495 0.23% 32
2013
Q3 		$466K Buy
11,316
+68
+0.6% +$2.93K 0.24% 33
2013
Q2 		$496K Buy
+11,248
New +$517K 0.28% 31

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

Allworth Financial's SO Position: Q1 2026 in Review

Allworth Financial increased its Southern Company (SO) stake by 1.9% in Q1 2026, buying an estimated $409K and bringing the position to 237,057 shares worth $22.9M. The position accounts for 0.09% of the portfolio, ranked #137.

Allworth Financial first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Allworth Financial held 237,057 shares of Southern Company worth $22.9M as of Q1 2026.
  • Allworth Financial bought 4,420 Southern Company shares in Q1 2026, an estimated $409K.
  • Southern Company made up 0.09% of Allworth Financial's portfolio in Q1 2026, its #137 holding.
  • Allworth Financial first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.