Catalyst Financial Partners’s Southern Company SO Stock Holding History

Catalyst Financial Partners’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	$662K	Buy	6,858 +3,078	+81%	+$285K	0.08%	164
2025 Q4	$330K	Sell	3,780 -69	-2%	-$6.3K	0.04%	234
2025 Q3	$365K	Buy	3,849 +106	+3%	+$9.9K	0.04%	215
2025 Q2	$344K	Buy	3,743 +501	+15%	+$45K	0.04%	215
2025 Q1	$298K	Sell	3,242 -71	-2%	-$6.15K	0.05%	219
2024 Q4	$273K	Sell	3,313 -123	-4%	-$10.8K	0.05%	221
2024 Q3	$310K	Buy	3,436 +657	+24%	+$56.1K	0.06%	196
2024 Q2	$216K	Buy	+2,779	New	+$211K	0.05%	229

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

Catalyst Financial Partners's SO Position: Q1 2026 in Review

Catalyst Financial Partners increased its Southern Company (SO) stake by 81% in Q1 2026, buying an estimated $285K and bringing the position to 6,858 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #164.

Catalyst Financial Partners first reported a position in SO in Q2 2024 and has held it in 8 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Catalyst Financial Partners held 6,858 shares of Southern Company worth $662K as of Q1 2026.
Catalyst Financial Partners bought 3,078 Southern Company shares in Q1 2026, an estimated $285K.
Southern Company made up 0.08% of Catalyst Financial Partners's portfolio in Q1 2026, its #164 holding.
Catalyst Financial Partners first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.