Basepoint Wealth’s Southern Company SO Stock Holding History

Basepoint 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	$24.5K	Hold	254	–	–	0.01%	300
2025 Q4	$22.2K	Buy	+254	New	+$23.2K	0.01%	311

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

Basepoint Wealth's SO Position: Q1 2026 in Review

Basepoint Wealth held its Southern Company (SO) position steady in Q1 2026 at 254 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #300.

Basepoint Wealth first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Basepoint Wealth held 254 shares of Southern Company worth $24.5K as of Q1 2026.
Basepoint Wealth left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Basepoint Wealth's portfolio in Q1 2026, its #300 holding.
Basepoint Wealth first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.