Auxano Advisors’s Southern Company SO Stock Holding History

Auxano 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	$222K	Sell	2,305 -2,066	-47%	-$191K	0.04%	188
2025 Q4	$381K	Sell	4,371 -286	-6%	-$26.1K	0.08%	134
2025 Q3	$441K	Buy	4,657 +159	+4%	+$14.8K	0.09%	106
2025 Q2	$413K	Buy	4,498 +240	+6%	+$21.6K	0.1%	107
2025 Q1	$392K	Buy	4,258 +457	+12%	+$39.6K	0.1%	106
2024 Q4	$313K	Buy	3,801 +243	+7%	+$21.3K	0.08%	124
2024 Q3	$321K	Buy	3,558 +16	+0.5%	+$1.37K	0.08%	122
2024 Q2	$275K	Buy	3,542 +525	+17%	+$39.8K	0.08%	126
2024 Q1	$216K	Buy	+3,017	New	+$208K	0.06%	142
2023 Q4	–	Sell	-5,183	Closed	-$335K	–	135
2023 Q3	$335K	Sell	5,183 -17	-0.3%	-$1.18K	0.14%	75
2023 Q2	$362K	Hold	5,200	–	–	0.14%	75
2023 Q1	$362K	Hold	5,200	–	–	0.14%	75
2022 Q4	$371K	Hold	5,200	–	–	0.17%	71
2022 Q3	$354K	Buy	+5,200	New	+$394K	0.16%	68

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

Auxano Advisors's SO Position: Q1 2026 in Review

Auxano Advisors reduced its Southern Company (SO) stake by 47% in Q1 2026, selling an estimated $191K and leaving 2,305 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #188.

Auxano Advisors first reported a position in SO in Q3 2022 and has held it in 14 quarters since. The position peaked at $441K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Auxano Advisors held 2,305 shares of Southern Company worth $222K as of Q1 2026.
Auxano Advisors sold 2,066 Southern Company shares in Q1 2026, an estimated $191K.
Southern Company made up 0.04% of Auxano Advisors's portfolio in Q1 2026, its #188 holding.
Auxano Advisors first reported a position in Southern Company in Q3 2022 and has held it in 14 quarters since.
Auxano Advisors's Southern Company position peaked at $441K in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.