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Avion Wealth’s Southern Company SO Stock Holding History

Avion Wealth’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 		$119K Buy
1,239
+997
+412% +$92.2K 0.02% 136
2025
Q4 		$21K Sell
242
-45
-16% -$4.11K ﹤0.01% 338
2025
Q3 		$27K Sell
287
-2
-0.7% -$187 0.01% 295
2025
Q2 		$26K Sell
289
-886
-75% -$79.6K 0.01% 281
2025
Q1 		$96K Hold
1,175
– – 0.02% 137
2024
Q4 		$96K Buy
1,175
+994
+549% +$87.2K 0.02% 137
2024
Q3 		$16K Buy
181
+12
+7% +$1.02K ﹤0.01% 295
2024
Q2 		$13K Sell
169
-796
-82% -$60.3K ﹤0.01% 293
2024
Q1 		$70K Buy
965
+246
+34% +$17K 0.02% 141
2023
Q4 		$50K Sell
719
-1,532
-68% -$105K 0.01% 155
2023
Q3 		$145K Buy
2,251
+9
+0.4% +$625 0.04% 83
2023
Q2 		$156K Buy
2,242
+60
+3% +$4.3K 0.04% 85
2023
Q1 		$155K Buy
2,182
+20
+0.9% +$1.35K 0.04% 76
2022
Q4 		$147K Hold
2,162
– – 0.05% 78
2022
Q3 		$147K Sell
2,162
-34
-2% -$2.58K 0.05% 78
2022
Q2 		$157K Buy
2,196
+31
+1% +$2.28K 0.05% 68
2022
Q1 		$157K Hold
2,165
– – 0.05% 68
2021
Q4 		$148K Hold
2,165
– – 0.04% 67
2021
Q3 		$134K Sell
2,165
-100
-4% -$6.44K 0.04% 65
2021
Q2 		$137K Buy
2,265
+99
+5% +$6.33K 0.04% 64
2021
Q1 		$135K Sell
2,166
-100
-4% -$5.99K 0.05% 56
2020
Q4 		$139K Buy
2,266
+100
+5% +$6.01K 0.04% 53
2020
Q3 		$117K Hold
2,166
– – 0.04% 54
2020
Q2 		$112K Hold
2,166
– – 0.04% 51
2020
Q1 		$117K Buy
+2,166
New +$137K 0.05% 44

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

Avion Wealth's SO Position: Q1 2026 in Review

Avion Wealth increased its Southern Company (SO) stake by 412% in Q1 2026, buying an estimated $92.2K and bringing the position to 1,239 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #136.

Avion Wealth first reported a position in SO in Q1 2020 and has held it in 25 quarters since. The position peaked at $157K in Q2 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Avion Wealth held 1,239 shares of Southern Company worth $119K as of Q1 2026.
  • Avion Wealth bought 997 Southern Company shares in Q1 2026, an estimated $92.2K.
  • Southern Company made up 0.02% of Avion Wealth's portfolio in Q1 2026, its #136 holding.
  • Avion Wealth first reported a position in Southern Company in Q1 2020 and has held it in 25 quarters since.
  • Avion Wealth's Southern Company position peaked at $157K in Q2 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.