Argent Advisors’s Southern Company SO Stock Holding History

Argent 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	$486K	Sell	5,035 -295	-6%	-$27.3K	0.13%	124
2025 Q4	$465K	Sell	5,330 -278	-5%	-$25.4K	0.13%	120
2025 Q3	$531K	Buy	5,608 +568	+11%	+$53K	0.16%	109
2025 Q2	$463K	Buy	5,040 +38	+0.8%	+$3.41K	0.14%	109
2025 Q1	$460K	Buy	5,002 +315	+7%	+$27.3K	0.15%	109
2024 Q4	$386K	Hold	4,687	–	–	0.14%	105
2024 Q3	$423K	Hold	4,687	–	–	0.16%	107
2024 Q2	$364K	Hold	4,687	–	–	0.14%	104
2024 Q1	$336K	Buy	4,687 +360	+8%	+$24.9K	0.13%	109
2023 Q4	$303K	Hold	4,327	–	–	0.13%	111
2023 Q3	$281K	Buy	+4,327	New	+$300K	0.13%	110
2022 Q2	–	Sell	-2,927	Closed	-$212K	–	142
2022 Q1	$212K	Hold	2,927	–	–	0.11%	136
2021 Q4	$201K	Buy	+2,927	New	+$187K	0.11%	132
2020 Q2	–	Sell	-8,068	Closed	-$437K	–	143
2020 Q1	$437K	Sell	8,068 -7,867	-49%	-$498K	0.44%	62
2019 Q4	$1.02M	Buy	+15,935	New	+$987K	0.77%	28

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

Argent Advisors's SO Position: Q1 2026 in Review

Argent Advisors reduced its Southern Company (SO) stake by 5.5% in Q1 2026, selling an estimated $27.3K and leaving 5,035 shares worth $486K. The position accounts for 0.13% of the portfolio, ranked #124.

Argent Advisors first reported a position in SO in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2019. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Argent Advisors held 5,035 shares of Southern Company worth $486K as of Q1 2026.
Argent Advisors sold 295 Southern Company shares in Q1 2026, an estimated $27.3K.
Southern Company made up 0.13% of Argent Advisors's portfolio in Q1 2026, its #124 holding.
Argent Advisors first reported a position in Southern Company in Q4 2019 and has held it in 15 quarters since.
Argent Advisors's Southern Company position peaked at $1.02M in Q4 2019.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.