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Biondo Investment Advisors’s Southern Company SO Stock Holding History

Biondo Investment 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 		$13.4M Buy
139,164
+1,365
+1% +$126K 1.72% 21
2025
Q4 		$12M Sell
137,799
-919
-0.7% -$83.9K 1.45% 23
2025
Q3 		$13.1M Buy
138,718
+219
+0.2% +$20.4K 1.65% 18
2025
Q2 		$12.7M Buy
138,499
+1,633
+1% +$147K 1.68% 18
2025
Q1 		$12.6M Buy
136,866
+3,508
+3% +$304K 1.79% 19
2024
Q4 		$11M Buy
133,358
+1,213
+0.9% +$106K 1.51% 24
2024
Q3 		$11.9M Buy
132,145
+485
+0.4% +$41.4K 1.63% 19
2024
Q2 		$10.2M Buy
131,660
+3,841
+3% +$291K 1.51% 20
2024
Q1 		$9.17M Buy
127,819
+1,420
+1% +$98K 1.42% 28
2023
Q4 		$8.86M Sell
126,399
-524
-0.4% -$36K 1.51% 24
2023
Q3 		$8.21M Buy
126,923
+6,209
+5% +$431K 1.55% 23
2023
Q2 		$8.48M Buy
120,714
+1,461
+1% +$105K 1.57% 25
2023
Q1 		$8.3M Buy
119,253
+981
+0.8% +$66.1K 1.68% 23
2022
Q4 		$8.53M Sell
118,272
-1,215
-1% -$81.2K 1.9% 21
2022
Q3 		$8.21M Buy
119,487
+1,296
+1% +$98.2K 1.89% 21
2022
Q2 		$8.51M Buy
118,191
+4,186
+4% +$307K 1.87% 22
2022
Q1 		$8.34M Buy
114,005
+4,960
+5% +$336K 1.47% 23
2021
Q4 		$7.55M Buy
109,045
+5,083
+5% +$324K 1.26% 26
2021
Q3 		$6.51M Buy
103,962
+1,720
+2% +$111K 1.12% 28
2021
Q2 		$6.25M Buy
102,242
+4,869
+5% +$311K 1.07% 30
2021
Q1 		$6.11M Buy
97,373
+3,552
+4% +$213K 1.22% 29
2020
Q4 		$5.82M Buy
93,821
+155
+0.2% +$9.32K 1.12% 30
2020
Q3 		$5.14M Buy
93,666
+4,532
+5% +$242K 1.11% 32
2020
Q2 		$4.68M Sell
89,134
-790
-0.9% -$43.9K 1.18% 32
2020
Q1 		$4.92M Sell
89,924
-1,622
-2% -$103K 1.63% 21
2019
Q4 		$5.89M Buy
91,546
+1,595
+2% +$98.8K 1.36% 20
2019
Q3 		$5.61M Buy
89,951
+13
+0% +$754 1.43% 22
2019
Q2 		$5.03M Buy
89,938
+1,185
+1% +$63.4K 1.19% 28
2019
Q1 		$4.64M Buy
88,753
+485
+0.5% +$23.8K 1.16% 31
2018
Q4 		$3.93M Sell
88,268
-768
-0.9% -$34.9K 1.19% 28
2018
Q3 		$3.93M Buy
89,036
+3,147
+4% +$145K 0.93% 33
2018
Q2 		$4.03M Buy
85,889
+3,611
+4% +$162K 1.02% 36
2018
Q1 		$3.72M Buy
82,278
+3,002
+4% +$133K 0.97% 36
2017
Q4 		$3.86M Buy
79,276
+1,635
+2% +$83.3K 0.97% 35
2017
Q3 		$3.86M Buy
77,641
+1,975
+3% +$95.7K 1.06% 28
2017
Q2 		$3.67M Buy
75,666
+3,754
+5% +$188K 1.06% 28
2017
Q1 		$3.9M Sell
71,912
-1,264
-2% -$62.5K 1.39% 26
2016
Q4 		$3.6M Buy
73,176
+1,038
+1% +$51K 1.19% 26
2016
Q3 		$3.7M Sell
72,138
-174
-0.2% -$9.16K 1.25% 29
2016
Q2 		$3.88M Buy
72,312
+3,465
+5% +$174K 1.38% 27
2016
Q1 		$3.56M Buy
68,847
+1,470
+2% +$71.6K 1.35% 25
2015
Q4 		$3.15M Buy
67,377
+608
+0.9% +$27.6K 1.05% 27
2015
Q3 		$3.02M Buy
66,769
+1,639
+3% +$71.9K 1% 28
2015
Q2 		$2.73M Buy
65,130
+2,692
+4% +$117K 0.82% 33
2015
Q1 		$2.77M Buy
62,438
+3,644
+6% +$173K 0.82% 32
2014
Q4 		$2.89M Buy
58,794
+1,010
+2% +$47.7K 0.87% 30
2014
Q3 		$2.52M Buy
57,784
+3,124
+6% +$137K 0.77% 34
2014
Q2 		$2.48M Buy
54,660
+4,018
+8% +$178K 0.78% 33
2014
Q1 		$2.23M Buy
50,642
+10,331
+26% +$433K 0.74% 35
2013
Q4 		$1.66M Buy
40,311
+3,982
+11% +$164K 0.57% 42
2013
Q3 		$1.5M Buy
36,329
+5,123
+16% +$221K 0.57% 41
2013
Q2 		$1.38M Buy
+31,206
New +$1.43M 0.6% 43

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

Biondo Investment Advisors's SO Position: Q1 2026 in Review

Biondo Investment Advisors increased its Southern Company (SO) stake by 0.99% in Q1 2026, buying an estimated $126K and bringing the position to 139,164 shares worth $13.4M. The position accounts for 1.72% of the portfolio, ranked #21.

Biondo Investment Advisors first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Biondo Investment Advisors held 139,164 shares of Southern Company worth $13.4M as of Q1 2026.
  • Biondo Investment Advisors bought 1,365 Southern Company shares in Q1 2026, an estimated $126K.
  • Southern Company made up 1.72% of Biondo Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Biondo Investment Advisors first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Biondo Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.