Arcadia Investment Management’s Southern Company SO Stock Holding History

Arcadia Investment Management’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	$194	Hold	2	–	–	﹤0.01%	340
2025 Q4	$175	Buy	+2	New	+$183	﹤0.01%	360
2018 Q3	–	Sell	-343	Closed	-$16K	–	330
2018 Q2	$16K	Hold	343	–	–	﹤0.01%	292
2018 Q1	$15K	Buy	+343	New	+$15.2K	﹤0.01%	298
2016 Q4	–	Sell	-413	Closed	-$21K	–	340
2016 Q3	$21K	Sell	413 -96	-19%	-$5.06K	0.01%	270
2016 Q2	$27K	Hold	509	–	–	0.01%	285
2016 Q1	$26K	Buy	509 +96	+23%	+$4.68K	0.01%	203
2015 Q4	$19K	Buy	+413	New	+$18.7K	0.01%	225

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arcadia Investment Management's SO Position: Q1 2026 in Review

Arcadia Investment Management held its Southern Company (SO) position steady in Q1 2026 at 2 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Arcadia Investment Management first reported a position in SO in Q4 2015 and has held it in 8 quarters since. The position peaked at $27K in Q2 2016. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Arcadia Investment Management held 2 shares of Southern Company worth $194 as of Q1 2026.
Arcadia Investment Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #340 holding.
Arcadia Investment Management first reported a position in Southern Company in Q4 2015 and has held it in 8 quarters since.
Arcadia Investment Management's Southern Company position peaked at $27K in Q2 2016.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.