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Archer Investment Corporation’s Southern Company SO Stock Holding History

Archer Investment Corporation’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 		$740K Hold
7,663
– – 0.16% 117
2025
Q4 		$668K Sell
7,663
-344
-4% -$31.4K 0.15% 124
2025
Q3 		$759K Hold
8,007
– – 0.17% 107
2025
Q2 		$735K Hold
8,007
– – 0.18% 113
2025
Q1 		$736K Hold
8,007
– – 0.19% 102
2024
Q4 		$659K Hold
8,007
– – 0.18% 108
2024
Q3 		$722K Buy
8,007
+550
+7% +$47K 0.19% 96
2024
Q2 		$578K Buy
7,457
+107
+1% +$8.11K 0.17% 119
2024
Q1 		$527K Hold
7,350
– – 0.16% 129
2023
Q4 		$515K Hold
7,350
– – 0.17% 128
2023
Q3 		$476K Hold
7,350
– – 0.17% 131
2023
Q2 		$516K Sell
7,350
-1,450
-16% -$104K 0.18% 118
2023
Q1 		$571K Hold
8,800
– – 0.21% 107
2022
Q4 		$628K Sell
8,800
-333
-4% -$22.3K 0.24% 99
2022
Q3 		$621K Buy
9,133
+333
+4% +$25.2K 0.26% 95
2022
Q2 		$628K Hold
8,800
– – 0.25% 95
2022
Q1 		$639K Hold
8,800
– – 0.23% 107
2021
Q4 		$604K Buy
8,800
+1,000
+13% +$63.8K 0.2% 121
2021
Q3 		$483K Buy
7,800
+500
+7% +$32.2K 0.18% 137
2021
Q2 		$442K Sell
7,300
-500
-6% -$32K 0.17% 141
2021
Q1 		$485K Sell
7,800
-807
-9% -$48.3K 0.2% 116
2020
Q4 		$529K Buy
8,607
+500
+6% +$30.1K 0.25% 102
2020
Q3 		$440K Buy
8,107
+7,316
+925% +$391K 0.23% 105
2020
Q2 		$41K Buy
791
+385
+95% +$21.4K 0.02% 265
2020
Q1 		$22K Sell
406
-406
-50% -$25.7K 0.01% 344
2019
Q4 		$52K Buy
+812
New +$50.3K 0.03% 255

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

Archer Investment Corporation's SO Position: Q1 2026 in Review

Archer Investment Corporation held its Southern Company (SO) position steady in Q1 2026 at 7,663 shares worth $740K. The position accounts for 0.16% of the portfolio, ranked #117.

Archer Investment Corporation first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $759K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Archer Investment Corporation held 7,663 shares of Southern Company worth $740K as of Q1 2026.
  • Archer Investment Corporation left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.16% of Archer Investment Corporation's portfolio in Q1 2026, its #117 holding.
  • Archer Investment Corporation first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Archer Investment Corporation's Southern Company position peaked at $759K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.