Cetera Investment Advisers
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Cetera Investment Advisers’s Southern Company SO Stock Holding History

Cetera Investment Advisers’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 		$77.1M Buy
798,489
+33,363
+4% +$3.09M 0.08% 243
2025
Q4 		$66.7M Buy
765,126
+51,191
+7% +$4.67M 0.07% 259
2025
Q3 		$67.7M Buy
713,935
+107,489
+18% +$10M 0.08% 238
2025
Q2 		$55.7M Buy
606,446
+30,490
+5% +$2.74M 0.09% 213
2025
Q1 		$53M Buy
575,956
+38,292
+7% +$3.31M 0.1% 201
2024
Q4 		$44.3M Buy
537,664
+17,192
+3% +$1.51M 0.09% 218
2024
Q3 		$46.9M Sell
520,472
-8,039
-2% -$687K 0.1% 195
2024
Q2 		$41M Sell
528,511
-6,197
-1% -$470K 0.09% 211
2024
Q1 		$38.4M Buy
534,708
+330,302
+162% +$22.8M 0.09% 219
2023
Q4 		$14.3M Sell
204,406
-1,839
-0.9% -$126K 0.12% 169
2023
Q3 		$13.3M Sell
206,245
-10,613
-5% -$737K 0.12% 164
2023
Q2 		$15.2M Buy
216,858
+25,978
+14% +$1.86M 0.13% 148
2023
Q1 		$13.3M Buy
190,880
+12,388
+7% +$834K 0.12% 162
2022
Q4 		$12.7M Buy
178,492
+70,235
+65% +$4.7M 0.12% 167
2022
Q3 		$7.36M Sell
108,257
-10,162
-9% -$770K 0.15% 143
2022
Q2 		$8.44M Sell
118,419
-155
-0.1% -$11.4K 0.13% 160
2022
Q1 		$8.6M Sell
118,574
-7,315
-6% -$495K 0.12% 170
2021
Q4 		$8.63M Buy
125,889
+7,155
+6% +$456K 0.12% 175
2021
Q3 		$7.36M Buy
118,734
+2,599
+2% +$167K 0.12% 191
2021
Q2 		$7.03M Buy
116,135
+13,352
+13% +$854K 0.11% 195
2021
Q1 		$6.39M Sell
102,783
-8,075
-7% -$483K 0.13% 181
2020
Q4 		$6.81M Buy
110,858
+73,313
+195% +$4.41M 0.13% 165
2020
Q3 		$2.04M Buy
37,545
+13,467
+56% +$720K 0.17% 144
2020
Q2 		$1.25M Buy
24,078
+3,071
+15% +$171K 0.12% 204
2020
Q1 		$1.14M Sell
21,007
-1,499
-7% -$95K 0.14% 170
2019
Q4 		$1.44M Sell
22,506
-2,601
-10% -$161K 0.14% 162
2019
Q3 		$1.55M Buy
25,107
+1,887
+8% +$109K 0.19% 134
2019
Q2 		$1.29M Buy
23,220
+85
+0.4% +$4.55K 0.17% 145
2019
Q1 		$1.2M Buy
23,135
+925
+4% +$45.3K 0.17% 142
2018
Q4 		$974K Buy
22,210
+989
+5% +$45K 0.16% 150
2018
Q3 		$924K Buy
21,221
+767
+4% +$35.3K 0.13% 171
2018
Q2 		$946K Sell
20,454
-798
-4% -$35.7K 0.17% 151
2018
Q1 		$947K Sell
21,252
-2,935
-12% -$130K 0.18% 148
2017
Q4 		$1.16M Buy
24,187
+7,931
+49% +$404K 0.21% 121
2017
Q3 		$801K Buy
16,256
+485
+3% +$23.5K 0.18% 162
2017
Q2 		$757K Sell
15,771
-1,572
-9% -$78.8K 0.19% 146
2017
Q1 		$863K Buy
17,343
+2,927
+20% +$145K 0.24% 117
2016
Q4 		$710K Buy
14,416
+6,720
+87% +$330K 0.24% 113
2016
Q3 		$396K Sell
7,696
-2,727
-26% -$144K 0.17% 152
2016
Q2 		$559K Buy
10,423
+238
+2% +$12K 0.22% 134
2016
Q1 		$524K Buy
10,185
+431
+4% +$21K 0.23% 127
2015
Q4 		$458K Buy
+9,754
New +$442K 0.21% 134

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

Cetera Investment Advisers's SO Position: Q1 2026 in Review

Cetera Investment Advisers increased its Southern Company (SO) stake by 4.4% in Q1 2026, buying an estimated $3.09M and bringing the position to 798,489 shares worth $77.1M. The position accounts for 0.08% of the portfolio, ranked #243.

Cetera Investment Advisers first reported a position in SO in Q4 2015 and has held it in 42 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Cetera Investment Advisers held 798,489 shares of Southern Company worth $77.1M as of Q1 2026.
  • Cetera Investment Advisers bought 33,363 Southern Company shares in Q1 2026, an estimated $3.09M.
  • Southern Company made up 0.08% of Cetera Investment Advisers's portfolio in Q1 2026, its #243 holding.
  • Cetera Investment Advisers first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.