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Covestor’s Southern Company SO Stock Holding History

Covestor’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 		$37K Sell
385
-274
-42% -$25.3K 0.03% 866
2025
Q4 		$58K Sell
659
-11
-2% -$1K 0.03% 858
2025
Q3 		$63K Sell
670
-95
-12% -$8.87K 0.03% 804
2025
Q2 		$70K Buy
765
+18
+2% +$1.62K 0.04% 745
2025
Q1 		$68K Buy
747
+148
+25% +$12.8K 0.05% 705
2024
Q4 		$49K Buy
599
+149
+33% +$13.1K 0.03% 866
2024
Q3 		$41K Hold
450
– – 0.03% 944
2024
Q2 		$35K Sell
450
-1,555
-78% -$118K 0.02% 1000
2024
Q1 		$144K Buy
2,005
+1,472
+276% +$102K 0.09% 298
2023
Q4 		$37K Buy
533
+2
+0.4% +$137 0.03% 975
2023
Q3 		$34K Sell
531
-32
-6% -$2.22K 0.03% 926
2023
Q2 		$40K Buy
563
+14
+3% +$1K 0.03% 873
2023
Q1 		$38K Buy
549
+65
+13% +$4.38K 0.03% 818
2022
Q4 		$35K Sell
484
-5
-1% -$334 0.03% 866
2022
Q3 		$33K Sell
489
-79
-14% -$5.98K 0.03% 856
2022
Q2 		$41K Sell
568
-1,334
-70% -$97.9K 0.03% 799
2022
Q1 		$138K Buy
1,902
+735
+63% +$49.8K 0.09% 314
2021
Q4 		$80K Buy
+1,167
New +$74.4K 0.11% 271

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

Covestor's SO Position: Q1 2026 in Review

Covestor reduced its Southern Company (SO) stake by 42% in Q1 2026, selling an estimated $25.3K and leaving 385 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #866.

Covestor first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $144K in Q1 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Covestor held 385 shares of Southern Company worth $37K as of Q1 2026.
  • Covestor sold 274 Southern Company shares in Q1 2026, an estimated $25.3K.
  • Southern Company made up 0.03% of Covestor's portfolio in Q1 2026, its #866 holding.
  • Covestor first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Southern Company position peaked at $144K in Q1 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.