Analyst IMS Investment Management Services’s Southern Company SO Stock Holding History

Analyst IMS Investment Management Services’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	$278K	Buy	2,877 +271	+10%	+$25.1K	0.01%	131
2025 Q4	$227K	Buy	+2,606	New	+$238K	0.01%	123
2025 Q1	–	Sell	-3,357	Closed	-$276K	–	137
2024 Q4	$276K	Sell	3,357 -2,097	-38%	-$184K	0.01%	121
2024 Q3	$492K	Buy	5,454 +2,498	+85%	+$213K	0.02%	106
2024 Q2	$229K	Buy	+2,956	New	+$224K	0.01%	125

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

Analyst IMS Investment Management Services's SO Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Southern Company (SO) stake by 10% in Q1 2026, buying an estimated $25.1K and bringing the position to 2,877 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #131.

Analyst IMS Investment Management Services first reported a position in SO in Q2 2024 and has held it in 5 quarters since. The position peaked at $492K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Analyst IMS Investment Management Services held 2,877 shares of Southern Company worth $278K as of Q1 2026.
Analyst IMS Investment Management Services bought 271 Southern Company shares in Q1 2026, an estimated $25.1K.
Southern Company made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #131 holding.
Analyst IMS Investment Management Services first reported a position in Southern Company in Q2 2024 and has held it in 5 quarters since.
Analyst IMS Investment Management Services's Southern Company position peaked at $492K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.