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

CBIZ 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	$2.99K	Sell	31 -175	-85%	-$16.2K	﹤0.01%	289
2025 Q4	$18K	Buy	206 +4	+2%	+$365	﹤0.01%	282
2025 Q3	$19.1K	Sell	202 -292	-59%	-$27.3K	﹤0.01%	253
2025 Q2	$45.4K	Buy	494 +111	+29%	+$9.97K	﹤0.01%	143
2025 Q1	$35.2K	Buy	383 +96	+33%	+$8.31K	﹤0.01%	145
2024 Q4	$23.6K	Buy	287 +2	+0.7%	+$175	﹤0.01%	197
2024 Q3	$25.7K	Buy	285 +1	+0.4%	+$85	﹤0.01%	155
2024 Q2	$22.1K	Buy	284 +1	+0.4%	+$76	﹤0.01%	156
2024 Q1	$20.3K	Buy	+283	New	+$19.5K	﹤0.01%	180
2021 Q3	–	Hold	0	–	–	–	83
2021 Q2	–	Hold	0	–	–	–	81
2021 Q1	–	Hold	0	–	–	–	72
2020 Q4	–	Hold	0	–	–	–	79
2020 Q3	–	Hold	0	–	–	–	84
2020 Q2	–	Hold	0	–	–	–	92
2020 Q1	–	Hold	0	–	–	–	131
2019 Q4	–	Hold	0	–	–	–	109

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

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

CBIZ Investment Advisory Services reduced its Southern Company (SO) stake by 85% in Q1 2026, selling an estimated $16.2K and leaving 31 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

CBIZ Investment Advisory Services first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $45.4K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

CBIZ Investment Advisory Services held 31 shares of Southern Company worth $2.99K as of Q1 2026.
CBIZ Investment Advisory Services sold 175 Southern Company shares in Q1 2026, an estimated $16.2K.
Southern Company made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #289 holding.
CBIZ Investment Advisory Services first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Southern Company position peaked at $45.4K in Q2 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.