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Compass Financial Services’s Southern Company SO Stock Holding History

Compass Financial 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 		– Sell
-102
Closed -$8.87K – 231
2025
Q4 		$8.87K Buy
102
+1
+1% +$91 ﹤0.01% 202
2025
Q3 		$9.55K Buy
101
+1
+1% +$93 ﹤0.01% 209
2025
Q2 		$9.18K Buy
100
+26
+35% +$2.33K ﹤0.01% 200
2025
Q1 		$6.8K Buy
74
+33
+80% +$2.86K ﹤0.01% 212
2024
Q4 		$3.38K Buy
+41
New +$3.6K ﹤0.01% 173

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

Compass Financial Services's SO Position: Q1 2026 in Review

Compass Financial Services sold out of Southern Company (SO) in Q1 2026, closing a stake of 102 shares — an estimated $8.87K sold.

Compass Financial Services first reported a position in SO in Q4 2024 and held it in 5 quarters. The position peaked at $9.55K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Compass Financial Services reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 102 Southern Company shares in Q1 2026, an estimated $8.87K.
  • Compass Financial Services first reported a position in Southern Company in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Southern Company position peaked at $9.55K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.