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Carson Advisory’s Southern Company SO Stock Holding History

Carson Advisory’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 		$6.9M Buy
71,493
+76
+0.1% +$7.03K 3.58% 6
2025
Q4 		$6.23M Buy
71,417
+1,598
+2% +$146K 3.24% 6
2025
Q3 		$6.62M Buy
69,819
+786
+1% +$73.4K 3.57% 6
2025
Q2 		$6.34M Sell
69,033
-377
-0.5% -$33.9K 4.03% 3
2025
Q1 		$6.38M Buy
69,410
+4
+0% +$346 4.3% 3
2024
Q4 		$5.71M Sell
69,406
-1,301
-2% -$114K 3.97% 3
2024
Q3 		$6.38M Buy
70,707
+739
+1% +$63.1K 4% 3
2024
Q2 		$5.43M Buy
69,968
+23
+0% +$1.74K 3.81% 3
2024
Q1 		$5.02M Sell
69,945
-283
-0.4% -$19.5K 3.53% 3
2023
Q4 		$4.92M Sell
70,228
-539
-0.8% -$37K 3.83% 3
2023
Q3 		$4.58M Sell
70,767
-206
-0.3% -$14.3K 4.01% 2
2023
Q2 		$4.99M Sell
70,973
-798
-1% -$57.2K 4.21% 1
2023
Q1 		$4.99M Sell
71,771
-1,145
-2% -$77.1K 4.44% 1
2022
Q4 		$5.21M Buy
72,916
+2,618
+4% +$175K 4.99% 1
2022
Q3 		$4.78M Buy
70,298
+194
+0.3% +$14.7K 5.3% 1
2022
Q2 		$5M Sell
70,104
-2,638
-4% -$194K 5.58% 1
2022
Q1 		$5.28M Buy
72,742
+1,524
+2% +$103K 5.25% 1
2021
Q4 		$4.88M Buy
+71,218
New +$4.54M 4.95% 1

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

Carson Advisory's SO Position: Q1 2026 in Review

Carson Advisory increased its Southern Company (SO) stake by 0.11% in Q1 2026, buying an estimated $7.03K and bringing the position to 71,493 shares worth $6.9M. The position accounts for 3.58% of the portfolio, ranked #6.

Carson Advisory first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Carson Advisory held 71,493 shares of Southern Company worth $6.9M as of Q1 2026.
  • Carson Advisory bought 76 Southern Company shares in Q1 2026, an estimated $7.03K.
  • Southern Company made up 3.58% of Carson Advisory's portfolio in Q1 2026, its #6 holding.
  • Carson Advisory first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.