AssuredPartners Investment Advisors’s Southern Company SO Stock Holding History

AssuredPartners 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	$1.24M	Sell	12,744 -3,706	-23%	-$343K	0.13%	164
2025 Q4	$1.43M	Buy	16,450 +639	+4%	+$58.3K	0.21%	111
2025 Q3	$1.5M	Buy	15,811 +938	+6%	+$87.6K	0.33%	56
2025 Q2	$1.37M	Sell	14,873 -2,680	-15%	-$241K	0.33%	55
2025 Q1	$1.61M	Sell	17,553 -453	-3%	-$39.2K	0.31%	91
2024 Q4	$1.48M	Buy	+18,006	New	+$1.58M	0.29%	92

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

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

AssuredPartners Investment Advisors reduced its Southern Company (SO) stake by 23% in Q1 2026, selling an estimated $343K and leaving 12,744 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #164.

AssuredPartners Investment Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

AssuredPartners Investment Advisors held 12,744 shares of Southern Company worth $1.24M as of Q1 2026.
AssuredPartners Investment Advisors sold 3,706 Southern Company shares in Q1 2026, an estimated $343K.
Southern Company made up 0.13% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #164 holding.
AssuredPartners Investment Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Southern Company position peaked at $1.61M in Q1 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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