AmeriFlex Group’s Southern Company SO Stock Holding History

AmeriFlex 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	$10.4K	Buy	108 +12	+13%	+$1.11K	0.01%	720
2025 Q4	$8.37K	Sell	96 -96	-50%	-$8.76K	﹤0.01%	747
2025 Q3	$18.2K	Sell	192 -108	-36%	-$10.1K	0.01%	659
2025 Q2	$27.1K	Buy	300 +220	+275%	+$19.8K	0.01%	503
2025 Q1	$7.36K	Sell	80 -900	-92%	-$77.9K	﹤0.01%	923
2024 Q4	$82.3K	Buy	+980	New	+$86K	0.04%	340

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

AmeriFlex Group's SO Position: Q1 2026 in Review

AmeriFlex Group increased its Southern Company (SO) stake by 13% in Q1 2026, buying an estimated $1.11K and bringing the position to 108 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #720.

AmeriFlex Group first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $82.3K in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

AmeriFlex Group held 108 shares of Southern Company worth $10.4K as of Q1 2026.
AmeriFlex Group bought 12 Southern Company shares in Q1 2026, an estimated $1.11K.
Southern Company made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #720 holding.
AmeriFlex Group first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Southern Company position peaked at $82.3K in Q4 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.