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Capital Investment Advisory Services’s Southern Company SO Stock Holding History

Capital Investment Advisory Services’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 		$2.34M Buy
24,250
+2,793
+13% +$258K 0.17% 133
2025
Q4 		$1.87M Buy
21,457
+84
+0.4% +$7.67K 0.13% 162
2025
Q3 		$2.03M Buy
21,373
+200
+0.9% +$18.7K 0.16% 151
2025
Q2 		$1.94M Buy
21,173
+106
+0.5% +$9.52K 0.16% 147
2025
Q1 		$1.94M Buy
21,067
+652
+3% +$56.4K 0.17% 136
2024
Q4 		$1.68M Sell
20,415
-449
-2% -$39.4K 0.16% 140
2024
Q3 		$1.88M Buy
20,864
+116
+0.6% +$9.91K 0.18% 131
2024
Q2 		$1.61M Sell
20,748
-818
-4% -$62K 0.17% 132
2024
Q1 		$1.55M Sell
21,566
-2,845
-12% -$196K 0.17% 144
2023
Q4 		$1.71M Buy
24,411
+4,351
+22% +$299K 0.16% 118
2023
Q3 		$1.3M Buy
20,060
+547
+3% +$38K 0.13% 148
2023
Q2 		$1.37M Sell
19,513
-28
-0.1% -$2.01K 0.14% 137
2023
Q1 		$1.36M Sell
19,541
-3,654
-16% -$246K 0.16% 128
2022
Q4 		$1.66M Buy
23,195
+1,870
+9% +$125K 0.2% 97
2022
Q3 		$1.45M Buy
21,325
+947
+5% +$71.7K 0.19% 102
2022
Q2 		$1.45M Sell
20,378
-361
-2% -$26.5K 0.18% 120
2022
Q1 		$1.5M Buy
20,739
+32
+0.2% +$2.17K 0.16% 129
2021
Q4 		$1.42M Buy
20,707
+1,771
+9% +$113K 0.17% 130
2021
Q3 		$1.17M Sell
18,936
-11
-0.1% -$708 0.15% 136
2021
Q2 		$1.15M Buy
18,947
+759
+4% +$48.5K 0.14% 139
2021
Q1 		$1.13M Buy
18,188
+2,423
+15% +$145K 0.16% 135
2020
Q4 		$968K Buy
15,765
+967
+7% +$58.1K 0.14% 149
2020
Q3 		$802K Buy
14,798
+1,820
+14% +$97.3K 0.15% 140
2020
Q2 		$673K Buy
12,978
+225
+2% +$12.5K 0.14% 143
2020
Q1 		$690K Buy
12,753
+5
+0% +$317 0.17% 121
2019
Q4 		$812K Buy
12,748
+326
+3% +$20.2K 0.22% 101
2019
Q3 		$767K Buy
12,422
+208
+2% +$12.1K 0.21% 96
2019
Q2 		$678K Buy
12,214
+951
+8% +$50.9K 0.21% 102
2019
Q1 		$582K Buy
11,263
+962
+9% +$47.2K 0.22% 95
2018
Q4 		$452K Sell
10,301
-464
-4% -$21.1K 0.19% 102
2018
Q3 		$469K Buy
10,765
+90
+0.8% +$4.15K 0.22% 111
2018
Q2 		$494K Buy
10,675
+452
+4% +$20.2K 0.25% 101
2018
Q1 		$457K Buy
10,223
+2,368
+30% +$105K 0.26% 100
2017
Q4 		$378K Sell
7,855
-503
-6% -$25.6K 0.22% 116
2017
Q3 		$411K Sell
8,358
-250
-3% -$12.1K 0.25% 96
2017
Q2 		$412K Buy
8,608
+454
+6% +$22.8K 0.27% 92
2017
Q1 		$406K Buy
8,154
+1,901
+30% +$93.9K 0.3% 85
2016
Q4 		$308K Buy
+6,253
New +$307K 0.27% 93

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

Capital Investment Advisory Services's SO Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Southern Company (SO) stake by 13% in Q1 2026, buying an estimated $258K and bringing the position to 24,250 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #133.

Capital Investment Advisory Services first reported a position in SO in Q4 2016 and has held it in 38 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Capital Investment Advisory Services held 24,250 shares of Southern Company worth $2.34M as of Q1 2026.
  • Capital Investment Advisory Services bought 2,793 Southern Company shares in Q1 2026, an estimated $258K.
  • Southern Company made up 0.17% of Capital Investment Advisory Services's portfolio in Q1 2026, its #133 holding.
  • Capital Investment Advisory Services first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.