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Calton & Associates’s Southern Company SO Stock Holding History

Calton & Associates’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 		$573K Sell
5,936
-247
-4% -$22.8K 0.08% 210
2025
Q4 		$539K Buy
6,183
+786
+15% +$71.8K 0.08% 237
2025
Q3 		$511K Sell
5,397
-42
-0.8% -$3.92K 0.08% 233
2025
Q2 		$499K Buy
5,439
+2,245
+70% +$202K 0.09% 202
2025
Q1 		$294K Buy
+3,194
New +$276K 0.07% 244
2024
Q4 		– Sell
-2,383
Closed -$215K – 273
2024
Q3 		$215K Buy
+2,383
New +$204K 0.08% 211
2023
Q1 		– Sell
-3,061
Closed -$219K – 287
2022
Q4 		$219K Buy
+3,061
New +$205K 0.08% 245
2022
Q3 		– Sell
-2,810
Closed -$200K – 248
2022
Q2 		$200K Sell
2,810
-1
-0% -$73 0.11% 216
2022
Q1 		$203K Buy
+2,811
New +$190K 0.06% 329
2021
Q4 		– Sell
-4,255
Closed -$263K – 406
2021
Q3 		$263K Sell
4,255
-496
-10% -$31.9K 0.06% 314
2021
Q2 		$288K Buy
4,751
+263
+6% +$16.8K 0.05% 307
2021
Q1 		$279K Sell
4,488
-824
-16% -$49.3K 0.05% 298
2020
Q4 		$326K Sell
5,312
-2,426
-31% -$146K 0.06% 245
2020
Q3 		$420K Buy
7,738
+18
+0.2% +$962 0.09% 177
2020
Q2 		$400K Sell
7,720
-12
-0.2% -$667 0.09% 177
2020
Q1 		$419K Sell
7,732
-13
-0.2% -$824 0.1% 157
2019
Q4 		$493K Buy
7,745
+1,796
+30% +$111K 0.1% 175
2019
Q3 		$367K Buy
5,949
+1,484
+33% +$86K 0.08% 202
2019
Q2 		$247K Buy
+4,465
New +$239K 0.07% 220
2018
Q3 		– Sell
-9,892
Closed -$464K – 313
2018
Q2 		$464K Buy
+9,892
New +$443K 0.14% 125
2018
Q1 		– Sell
-5,236
Closed -$232K – 1136
2017
Q4 		$232K Buy
+5,236
New +$267K 0.06% 304

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

Calton & Associates's SO Position: Q1 2026 in Review

Calton & Associates reduced its Southern Company (SO) stake by 4% in Q1 2026, selling an estimated $22.8K and leaving 5,936 shares worth $573K. The position accounts for 0.08% of the portfolio, ranked #210.

Calton & Associates first reported a position in SO in Q4 2017 and has held it in 21 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Calton & Associates held 5,936 shares of Southern Company worth $573K as of Q1 2026.
  • Calton & Associates sold 247 Southern Company shares in Q1 2026, an estimated $22.8K.
  • Southern Company made up 0.08% of Calton & Associates's portfolio in Q1 2026, its #210 holding.
  • Calton & Associates first reported a position in Southern Company in Q4 2017 and has held it in 21 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.