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Armor Investment Advisors’s Southern Company SO Stock Holding History

Armor Investment 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 		$1.94M Sell
20,129
-613
-3% -$56.7K 0.7% 30
2025
Q4 		$1.81M Sell
20,742
-776
-4% -$70.8K 0.67% 29
2025
Q3 		$2.04M Buy
21,518
+543
+3% +$50.7K 0.65% 37
2025
Q2 		$1.93M Sell
20,975
-596
-3% -$53.5K 0.73% 31
2025
Q1 		$1.98M Sell
21,571
-219
-1% -$19K 0.82% 30
2024
Q4 		$1.79M Sell
21,790
-1,391
-6% -$122K 0.74% 31
2024
Q3 		$2.09M Sell
23,181
-1,473
-6% -$126K 0.87% 29
2024
Q2 		$1.91M Sell
24,654
-2,571
-9% -$195K 0.88% 32
2024
Q1 		$1.95M Sell
27,225
-5,397
-17% -$373K 0.94% 31
2023
Q4 		$2.29M Sell
32,622
-3,001
-8% -$206K 1.21% 25
2023
Q3 		$2.31M Buy
35,623
+1,372
+4% +$95.2K 1.37% 22
2023
Q2 		$2.41M Sell
34,251
-3,795
-10% -$272K 1.46% 22
2023
Q1 		$2.65M Sell
38,046
-1,125
-3% -$75.7K 1.51% 21
2022
Q4 		$2.8M Sell
39,171
-1,556
-4% -$104K 1.7% 19
2022
Q3 		$2.77M Sell
40,727
-3,358
-8% -$254K 1.89% 16
2022
Q2 		$3.14M Sell
44,085
-295
-0.7% -$21.7K 2.04% 12
2022
Q1 		$3.22M Buy
44,380
+1,793
+4% +$121K 1.82% 14
2021
Q4 		$2.92M Sell
42,587
-1,807
-4% -$115K 1.65% 18
2021
Q3 		$2.75M Buy
44,394
+76
+0.2% +$4.89K 1.73% 15
2021
Q2 		$2.68M Buy
44,318
+224
+0.5% +$14.3K 1.62% 16
2021
Q1 		$2.74M Buy
44,094
+1,167
+3% +$69.9K 1.78% 15
2020
Q4 		$2.64M Buy
42,927
+2,109
+5% +$127K 1.86% 15
2020
Q3 		$2.21M Sell
40,818
-6
-0% -$321 1.9% 17
2020
Q2 		$2.12M Buy
40,824
+1,435
+4% +$79.8K 1.83% 15
2020
Q1 		$2.13M Sell
39,389
-350
-0.9% -$22.2K 2.18% 14
2019
Q4 		$2.53M Buy
39,739
+279
+0.7% +$17.3K 1.97% 15
2019
Q3 		$2.44M Buy
39,460
+194
+0.5% +$11.2K 2% 14
2019
Q2 		$2.17M Sell
39,266
-1,662
-4% -$89K 1.83% 17
2019
Q1 		$2.12M Buy
40,928
+1,359
+3% +$66.6K 1.83% 17
2018
Q4 		$1.74M Sell
39,569
-1,221
-3% -$55.5K 1.76% 17
2018
Q3 		$1.78M Sell
40,790
-1,172
-3% -$54K 1.58% 18
2018
Q2 		$1.94M Buy
41,962
+3,379
+9% +$151K 1.75% 16
2018
Q1 		$1.72M Buy
38,583
+3,438
+10% +$153K 1.57% 20
2017
Q4 		$1.69M Buy
35,145
+1,581
+5% +$80.6K 1.53% 19
2017
Q3 		$1.65M Buy
33,564
+657
+2% +$31.8K 1.57% 19
2017
Q2 		$1.58M Buy
32,907
+1,107
+3% +$55.5K 1.57% 19
2017
Q1 		$1.58M Buy
31,800
+499
+2% +$24.7K 1.58% 18
2016
Q4 		$1.54M Buy
+31,301
New +$1.54M 1.59% 18

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

Armor Investment Advisors's SO Position: Q1 2026 in Review

Armor Investment Advisors reduced its Southern Company (SO) stake by 3% in Q1 2026, selling an estimated $56.7K and leaving 20,129 shares worth $1.94M. The position accounts for 0.7% of the portfolio, ranked #30.

Armor Investment Advisors first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.22M in Q1 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Armor Investment Advisors held 20,129 shares of Southern Company worth $1.94M as of Q1 2026.
  • Armor Investment Advisors sold 613 Southern Company shares in Q1 2026, an estimated $56.7K.
  • Southern Company made up 0.7% of Armor Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Armor Investment Advisors first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
  • Armor Investment Advisors's Southern Company position peaked at $3.22M in Q1 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.