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Continuum Advisory’s Southern Company SO Stock Holding History

Continuum 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 		$296K Buy
3,070
+551
+22% +$51K 0.03% 369
2025
Q4 		$220K Sell
2,519
-533
-17% -$48.7K 0.02% 427
2025
Q3 		$289K Buy
3,052
+289
+10% +$27K 0.03% 366
2025
Q2 		$254K Sell
2,763
-143
-5% -$12.8K 0.03% 370
2025
Q1 		$267K Buy
2,906
+1,126
+63% +$97.5K 0.03% 341
2024
Q4 		$147K Sell
1,780
-235
-12% -$20.6K 0.02% 447
2024
Q3 		$175K Buy
2,015
+4
+0.2% +$342 0.02% 418
2024
Q2 		$156K Buy
2,011
+5
+0.2% +$379 0.02% 409
2024
Q1 		$157K Sell
2,006
-1,433
-42% -$98.9K 0.02% 411
2023
Q4 		$241K Sell
3,439
-1,554
-31% -$107K 0.03% 411
2023
Q3 		$323K Sell
4,993
-702
-12% -$48.7K 0.05% 348
2023
Q2 		$400K Sell
5,695
-574
-9% -$41.2K 0.06% 320
2023
Q1 		$436K Buy
6,269
+29
+0.5% +$1.95K 0.07% 287
2022
Q4 		$446K Buy
6,240
+472
+8% +$31.6K 0.08% 280
2022
Q3 		$392K Buy
5,768
+94
+2% +$7.12K 0.07% 282
2022
Q2 		$405K Buy
5,674
+9
+0.2% +$661 0.07% 286
2022
Q1 		$416K Buy
5,665
+1,770
+45% +$120K 0.08% 269
2021
Q4 		$267K Buy
3,895
+419
+12% +$26.7K 0.06% 259
2021
Q3 		$215K Sell
3,476
-41
-1% -$2.64K 0.06% 272
2021
Q2 		$213K Buy
+3,517
New +$225K 0.07% 254
2018
Q1 		– Sell
-17,895
Closed -$861K – 172
2017
Q4 		$861K Buy
17,895
+955
+6% +$48.7K 0.66% 33
2017
Q3 		$832K Sell
16,940
-933
-5% -$45.2K 0.73% 33
2017
Q2 		$856K Buy
17,873
+67
+0.4% +$3.36K 0.85% 28
2017
Q1 		$886K Buy
+17,806
New +$880K 1.06% 25

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

Continuum Advisory's SO Position: Q1 2026 in Review

Continuum Advisory increased its Southern Company (SO) stake by 22% in Q1 2026, buying an estimated $51K and bringing the position to 3,070 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #369.

Continuum Advisory first reported a position in SO in Q1 2017 and has held it in 24 quarters since. The position peaked at $886K in Q1 2017. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Continuum Advisory held 3,070 shares of Southern Company worth $296K as of Q1 2026.
  • Continuum Advisory bought 551 Southern Company shares in Q1 2026, an estimated $51K.
  • Southern Company made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #369 holding.
  • Continuum Advisory first reported a position in Southern Company in Q1 2017 and has held it in 24 quarters since.
  • Continuum Advisory's Southern Company position peaked at $886K in Q1 2017.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.