Arkos Global Advisors’s Southern Company SO Stock Holding History

Arkos Global 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	$726K	Buy	7,520 +800	+12%	+$74K	0.09%	58
2025 Q4	$586K	Sell	6,720 -286	-4%	-$26.1K	0.07%	67
2025 Q3	$664K	Buy	7,006 +2,460	+54%	+$230K	0.08%	68
2025 Q2	$417K	Buy	4,546 +291	+7%	+$26.1K	0.06%	87
2025 Q1	$391K	Buy	4,255 +1,500	+54%	+$130K	0.06%	80
2024 Q4	$227K	Buy	+2,755	New	+$242K	0.03%	122

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

Arkos Global Advisors's SO Position: Q1 2026 in Review

Arkos Global Advisors increased its Southern Company (SO) stake by 12% in Q1 2026, buying an estimated $74K and bringing the position to 7,520 shares worth $726K. The position accounts for 0.09% of the portfolio, ranked #58.

Arkos Global Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Arkos Global Advisors held 7,520 shares of Southern Company worth $726K as of Q1 2026.
Arkos Global Advisors bought 800 Southern Company shares in Q1 2026, an estimated $74K.
Southern Company made up 0.09% of Arkos Global Advisors's portfolio in Q1 2026, its #58 holding.
Arkos Global Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Arkos Global Advisors's 13F filing for Q1 2026, filed 13 May 2026.