American Capital Advisory’s Southern Company SO Stock Holding History

American Capital Advisory’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	$96.2K	Buy	997 +21	+2%	+$1.94K	0.04%	154
2025 Q4	$85.1K	Sell	976 -2	-0.2%	-$183	0.04%	156
2025 Q3	$92.7K	Buy	978 +4	+0.4%	+$373	0.04%	140
2025 Q2	$89.4K	Buy	974 +15	+2%	+$1.35K	0.04%	132
2025 Q1	$88.2K	Buy	959 +9	+0.9%	+$779	0.05%	129
2024 Q4	$78.2K	Sell	950 -200	-17%	-$17.5K	0.04%	137
2024 Q3	$104K	Hold	1,150	–	–	0.06%	126
2024 Q2	$80.6K	Buy	1,150 +1,000	+667%	+$75.8K	0.06%	127
2024 Q1	$10.4K	Sell	150 -1,000	-87%	-$69K	0.01%	247
2023 Q4	$80.6K	Buy	+1,150	New	+$79K	0.06%	127

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

American Capital Advisory's SO Position: Q1 2026 in Review

American Capital Advisory increased its Southern Company (SO) stake by 2.2% in Q1 2026, buying an estimated $1.94K and bringing the position to 997 shares worth $96.2K. The position accounts for 0.04% of the portfolio, ranked #154.

American Capital Advisory first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $104K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

American Capital Advisory held 997 shares of Southern Company worth $96.2K as of Q1 2026.
American Capital Advisory bought 21 Southern Company shares in Q1 2026, an estimated $1.94K.
Southern Company made up 0.04% of American Capital Advisory's portfolio in Q1 2026, its #154 holding.
American Capital Advisory first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
American Capital Advisory's Southern Company position peaked at $104K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.