APP
SO icon

Avantax Planning Partners’s Southern Company SO Stock Holding History

Avantax Planning 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 		$3.28M Sell
33,976
-4,860
-13% -$450K 0.09% 112
2025
Q4 		$3.39M Sell
38,836
-680
-2% -$62.1K 0.09% 109
2025
Q3 		$3.74M Sell
39,516
-743
-2% -$69.4K 0.11% 100
2025
Q2 		$3.7M Buy
40,259
+1,922
+5% +$173K 0.12% 101
2025
Q1 		$3.53M Sell
38,337
-282
-0.7% -$24.4K 0.12% 96
2024
Q4 		$3.18M Buy
38,619
+1,535
+4% +$135K 0.11% 101
2024
Q3 		$3.34M Sell
37,084
-2,110
-5% -$180K 0.12% 100
2024
Q2 		$3.04M Sell
39,194
-4,062
-9% -$308K 0.1% 110
2024
Q1 		$3.1M Buy
43,256
+32,413
+299% +$2.24M 0.1% 117
2023
Q4 		$760K Buy
10,843
+896
+9% +$61.5K 0.03% 195
2023
Q3 		$644K Buy
9,947
+359
+4% +$24.9K 0.03% 199
2023
Q2 		$674K Sell
9,588
-1,779
-16% -$128K 0.03% 206
2023
Q1 		$791K Buy
11,367
+3
+0% +$202 0.03% 196
2022
Q4 		$811K Buy
11,364
+212
+2% +$14.2K 0.03% 189
2022
Q3 		$758K Sell
11,152
-14
-0.1% -$1.06K 0.03% 183
2022
Q2 		$796K Sell
11,166
-952
-8% -$69.9K 0.03% 179
2022
Q1 		$879K Buy
12,118
+132
+1% +$8.94K 0.03% 169
2021
Q4 		$822K Sell
11,986
-405
-3% -$25.8K 0.03% 176
2021
Q3 		$768K Buy
12,391
+1,368
+12% +$88.1K 0.04% 162
2021
Q2 		$667K Buy
11,023
+1
+0% +$64 0.03% 171
2021
Q1 		$685K Sell
11,022
-695
-6% -$41.6K 0.04% 162
2020
Q4 		$720K Sell
11,717
-1,012
-8% -$60.8K 0.04% 148
2020
Q3 		$690K Buy
12,729
+381
+3% +$20.4K 0.04% 154
2020
Q2 		$640K Sell
12,348
-7
-0.1% -$389 0.04% 151
2020
Q1 		$669K Sell
12,355
-1,455
-11% -$92.2K 0.05% 130
2019
Q4 		$880K Sell
13,810
-590
-4% -$36.6K 0.05% 121
2019
Q3 		$889K Buy
14,400
+220
+2% +$12.8K 0.05% 116
2019
Q2 		$798K Sell
14,180
-117
-0.8% -$6.26K 0.05% 125
2019
Q1 		$739K Buy
14,297
+1,926
+16% +$94.4K 0.05% 129
2018
Q4 		$543K Buy
12,371
+2,027
+20% +$92.1K 0.04% 140
2018
Q3 		$451K Sell
10,344
-51
-0.5% -$2.35K 0.04% 146
2018
Q2 		$481K Sell
10,395
-3,652
-26% -$163K 0.04% 132
2018
Q1 		$627K Sell
14,047
-2,851
-17% -$127K 0.05% 153
2017
Q4 		$813K Sell
16,898
-5,904
-26% -$301K 0.07% 114
2017
Q3 		$1.12M Buy
22,802
+3,866
+20% +$187K 0.09% 106
2017
Q2 		$907K Buy
18,936
+2,694
+17% +$135K 0.08% 118
2017
Q1 		$809K Sell
16,242
-270
-2% -$13.3K 0.07% 132
2016
Q4 		$812K Buy
+16,512
New +$811K 0.09% 112

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

Avantax Planning Partners's SO Position: Q1 2026 in Review

Avantax Planning Partners reduced its Southern Company (SO) stake by 13% in Q1 2026, selling an estimated $450K and leaving 33,976 shares worth $3.28M. The position accounts for 0.09% of the portfolio, ranked #112.

Avantax Planning Partners first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.74M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Avantax Planning Partners held 33,976 shares of Southern Company worth $3.28M as of Q1 2026.
  • Avantax Planning Partners sold 4,860 Southern Company shares in Q1 2026, an estimated $450K.
  • Southern Company made up 0.09% of Avantax Planning Partners's portfolio in Q1 2026, its #112 holding.
  • Avantax Planning Partners first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Southern Company position peaked at $3.74M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.