Callan Family Office’s Southern Company SO Stock Holding History

Callan Family Office’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	$4.02M	Sell	41,697 -1,798	-4%	-$166K	0.09%	225
2025 Q4	$3.79M	Buy	43,495 +6,250	+17%	+$571K	0.08%	228
2025 Q3	$3.53M	Sell	37,245 -2,902	-7%	-$271K	0.11%	191
2025 Q2	$3.69M	Buy	40,147 +26,899	+203%	+$2.42M	0.12%	190
2025 Q1	$1.22M	Sell	13,248 -17,295	-57%	-$1.5M	0.09%	187
2024 Q4	$2.51M	Buy	30,543 +25,912	+560%	+$2.27M	0.16%	124
2024 Q3	$418K	Buy	4,631 +168	+4%	+$14.4K	0.07%	113
2024 Q2	$346K	Buy	+4,463	New	+$338K	0.07%	109
2024 Q1	–	Sell	-4,211	Closed	-$295K	–	106
2023 Q4	$295K	Buy	4,211 +40	+1%	+$2.75K	0.07%	76
2023 Q3	$270K	Hold	4,171	–	–	0.07%	75
2023 Q2	$293K	Buy	4,171 +106	+3%	+$7.6K	0.08%	87
2023 Q1	$283K	Buy	+4,065	New	+$274K	0.07%	131

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

Callan Family Office's SO Position: Q1 2026 in Review

Callan Family Office reduced its Southern Company (SO) stake by 4.1% in Q1 2026, selling an estimated $166K and leaving 41,697 shares worth $4.02M. The position accounts for 0.09% of the portfolio, ranked #225.

Callan Family Office first reported a position in SO in Q1 2023 and has held it in 12 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Callan Family Office held 41,697 shares of Southern Company worth $4.02M as of Q1 2026.
Callan Family Office sold 1,798 Southern Company shares in Q1 2026, an estimated $166K.
Southern Company made up 0.09% of Callan Family Office's portfolio in Q1 2026, its #225 holding.
Callan Family Office first reported a position in Southern Company in Q1 2023 and has held it in 12 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.