Brendel Financial Advisors’s Southern Company SO Stock Holding History

Brendel Financial 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	$299K	Hold	3,100	–	–	0.15%	76
2025 Q4	$270K	Hold	3,100	–	–	0.13%	85
2025 Q3	$294K	Hold	3,100	–	–	0.15%	81
2025 Q2	$285K	Hold	3,100	–	–	0.16%	83
2025 Q1	$285K	Hold	3,100	–	–	0.17%	78
2024 Q4	$255K	Hold	3,100	–	–	0.15%	78
2024 Q3	$280K	Hold	3,100	–	–	0.16%	79
2024 Q2	$240K	Buy	+3,100	New	+$235K	0.15%	79
2024 Q1	–	Sell	-3,100	Closed	-$217K	–	92
2023 Q4	$217K	Buy	+3,100	New	+$213K	0.14%	82
2023 Q2	–	Sell	-3,100	Closed	-$216K	–	87
2023 Q1	$216K	Buy	+3,100	New	+$209K	0.16%	80
2022 Q3	–	Sell	-3,100	Closed	-$221K	–	92
2022 Q2	$221K	Hold	3,100	–	–	0.19%	85
2022 Q1	$225K	Hold	3,100	–	–	0.12%	102
2021 Q4	$213K	Buy	+3,100	New	+$198K	0.11%	104
2021 Q3	–	Sell	-3,100	Closed	-$188K	–	247
2021 Q2	$188K	Buy	+3,100	New	+$198K	0.1%	113
2020 Q1	–	Sell	-3,670	Closed	-$234K	–	84
2019 Q4	$234K	Sell	3,670 -350	-9%	-$21.7K	0.2%	79
2019 Q3	$248K	Hold	4,020	–	–	0.22%	74
2019 Q2	$222K	Hold	4,020	–	–	0.21%	69
2019 Q1	$208K	Buy	+4,020	New	+$197K	0.19%	73

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

Brendel Financial Advisors's SO Position: Q1 2026 in Review

Brendel Financial Advisors held its Southern Company (SO) position steady in Q1 2026 at 3,100 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #76.

Brendel Financial Advisors first reported a position in SO in Q1 2019 and has held it in 18 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Brendel Financial Advisors held 3,100 shares of Southern Company worth $299K as of Q1 2026.
Brendel Financial Advisors left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.15% of Brendel Financial Advisors's portfolio in Q1 2026, its #76 holding.
Brendel Financial Advisors first reported a position in Southern Company in Q1 2019 and has held it in 18 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.