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Ausdal Financial Partners’s Southern Company SO Stock Holding History

Ausdal Financial Partners’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 		$2.39M Buy
24,763
+11,257
+83% +$1.04M 0.11% 200
2025
Q4 		$1.18M Sell
13,506
-7,943
-37% -$725K 0.05% 319
2025
Q3 		$2.03M Sell
21,449
-5,388
-20% -$503K 0.1% 211
2025
Q2 		$2.46M Buy
26,837
+21,151
+372% +$1.9M 0.16% 139
2025
Q1 		$523K Buy
5,686
+405
+8% +$35.1K 0.04% 381
2024
Q4 		$435K Buy
5,281
+878
+20% +$77K 0.04% 389
2024
Q3 		$397K Buy
4,403
+460
+12% +$39.3K 0.04% 353
2024
Q2 		$306K Buy
3,943
+44
+1% +$3.33K 0.03% 387
2024
Q1 		$280K Sell
3,899
-204
-5% -$14.1K 0.03% 383
2023
Q4 		$288K Buy
4,103
+6
+0.1% +$412 0.04% 354
2023
Q3 		$265K Sell
4,097
-423
-9% -$29.4K 0.04% 358
2023
Q2 		$318K Buy
4,520
+208
+5% +$14.9K 0.04% 324
2023
Q1 		$300K Sell
4,312
-1,538
-26% -$104K 0.04% 350
2022
Q4 		$418K Buy
5,850
+1,137
+24% +$76K 0.06% 267
2022
Q3 		$320K Sell
4,713
-215
-4% -$16.3K 0.05% 318
2022
Q2 		$351K Sell
4,928
-33
-0.7% -$2.42K 0.05% 312
2022
Q1 		$360K Sell
4,961
-1,332
-21% -$90.2K 0.05% 337
2021
Q4 		$432K Sell
6,293
-213
-3% -$13.6K 0.06% 303
2021
Q3 		$403K Buy
6,506
+603
+10% +$38.8K 0.06% 312
2021
Q2 		$357K Buy
5,903
+364
+7% +$23.3K 0.05% 320
2021
Q1 		$344K Sell
5,539
-276
-5% -$16.5K 0.06% 317
2020
Q4 		$357K Sell
5,815
-287
-5% -$17.3K 0.07% 276
2020
Q3 		$331K Buy
6,102
+418
+7% +$22.3K 0.08% 241
2020
Q2 		$295K Buy
5,684
+785
+16% +$43.6K 0.1% 205
2020
Q1 		$272K Buy
4,899
+64
+1% +$4.05K 0.1% 205
2019
Q4 		$339K Buy
4,835
+642
+15% +$39.8K 0.1% 228
2019
Q3 		$259K Sell
4,193
-561
-12% -$32.5K 0.09% 248
2019
Q2 		$263K Sell
4,754
-98
-2% -$5.25K 0.1% 231
2019
Q1 		$251K Sell
4,852
-319
-6% -$15.6K 0.1% 220
2018
Q4 		$227K Sell
5,171
-2,362
-31% -$107K 0.11% 212
2018
Q3 		$328K Buy
7,533
+351
+5% +$16.2K 0.09% 262
2018
Q2 		$333K Buy
+7,182
New +$321K 0.1% 253
2018
Q1 		– Sell
-4,810
Closed -$231K – 387
2017
Q4 		$231K Sell
4,810
-181
-4% -$9.22K 0.08% 305
2017
Q3 		$245K Buy
+4,991
New +$242K 0.1% 268
2017
Q2 		– Sell
-4,054
Closed -$202K – 327
2017
Q1 		$202K Buy
+4,054
New +$200K 0.09% 259
2016
Q4 		– Sell
-4,921
Closed -$252K – 278
2016
Q3 		$252K Sell
4,921
-82
-2% -$4.32K 0.13% 195
2016
Q2 		$268K Sell
5,003
-82
-2% -$4.12K 0.14% 179
2016
Q1 		$263K Buy
5,085
+18
+0.4% +$877 0.15% 172
2015
Q4 		$237K Buy
+5,067
New +$230K 0.12% 189

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

Ausdal Financial Partners's SO Position: Q1 2026 in Review

Ausdal Financial Partners increased its Southern Company (SO) stake by 83% in Q1 2026, buying an estimated $1.04M and bringing the position to 24,763 shares worth $2.39M. The position accounts for 0.11% of the portfolio, ranked #200.

Ausdal Financial Partners first reported a position in SO in Q4 2015 and has held it in 39 quarters since. The position peaked at $2.46M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ausdal Financial Partners held 24,763 shares of Southern Company worth $2.39M as of Q1 2026.
  • Ausdal Financial Partners bought 11,257 Southern Company shares in Q1 2026, an estimated $1.04M.
  • Southern Company made up 0.11% of Ausdal Financial Partners's portfolio in Q1 2026, its #200 holding.
  • Ausdal Financial Partners first reported a position in Southern Company in Q4 2015 and has held it in 39 quarters since.
  • Ausdal Financial Partners's Southern Company position peaked at $2.46M in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.