Councilmark Asset Management’s Southern Company SO Stock Holding History

Councilmark Asset Management’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	$278K	Hold	2,883	–	–	0.16%	74
2025 Q4	$251K	Hold	2,883	–	–	0.14%	77
2025 Q3	$273K	Hold	2,883	–	–	0.16%	75
2025 Q2	$265K	Hold	2,883	–	–	0.17%	76
2025 Q1	$265K	Hold	2,883	–	–	0.18%	74
2024 Q4	$237K	Hold	2,883	–	–	0.16%	76
2024 Q3	$260K	Hold	2,883	–	–	0.17%	75
2024 Q2	$224K	Hold	2,883	–	–	0.16%	79
2024 Q1	$207K	Buy	+2,883	New	+$199K	0.15%	83

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

Councilmark Asset Management's SO Position: Q1 2026 in Review

Councilmark Asset Management held its Southern Company (SO) position steady in Q1 2026 at 2,883 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #74.

Councilmark Asset Management first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Councilmark Asset Management held 2,883 shares of Southern Company worth $278K as of Q1 2026.
Councilmark Asset Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.16% of Councilmark Asset Management's portfolio in Q1 2026, its #74 holding.
Councilmark Asset Management first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.