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Annis Gardner Whiting Capital Advisors’s Southern Company SO Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$713K Buy
7,389
+210
+3% +$19.4K 0.11% 146
2025
Q4 		$626K Buy
7,179
+2,559
+55% +$234K 0.12% 155
2025
Q3 		$438K Buy
4,620
+2,004
+77% +$187K 0.09% 180
2025
Q2 		$240K Buy
2,616
+304
+13% +$27.3K 0.08% 199
2025
Q1 		$213K Hold
2,312
– – 0.09% 183
2024
Q4 		$190K Sell
2,312
-2,113
-48% -$185K 0.05% 206
2024
Q3 		$399K Buy
4,425
+1,778
+67% +$152K 0.11% 151
2024
Q2 		$205K Buy
2,647
+93
+4% +$7.05K 0.06% 211
2024
Q1 		$183K Buy
2,554
+82
+3% +$5.66K 0.07% 195
2023
Q4 		$173K Buy
2,472
+300
+14% +$20.6K 0.08% 168
2023
Q3 		$141K Buy
+2,172
New +$151K 0.08% 170

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

Annis Gardner Whiting Capital Advisors's SO Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Southern Company (SO) stake by 2.9% in Q1 2026, buying an estimated $19.4K and bringing the position to 7,389 shares worth $713K. The position accounts for 0.11% of the portfolio, ranked #146.

Annis Gardner Whiting Capital Advisors first reported a position in SO in Q3 2023 and has held it in 11 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 7,389 shares of Southern Company worth $713K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 210 Southern Company shares in Q1 2026, an estimated $19.4K.
  • Southern Company made up 0.11% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #146 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.