CFO
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CVA Family Office’s Southern Company SO Stock Holding History

CVA Family Office’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 		$293K Buy
3,033
+648
+27% +$59.9K 0.03% 253
2025
Q4 		$208K Buy
2,385
+112
+5% +$10.2K 0.02% 287
2025
Q3 		$215K Buy
2,273
+20
+0.9% +$1.87K 0.03% 278
2025
Q2 		$207K Sell
2,253
-83
-4% -$7.46K 0.03% 286
2025
Q1 		$215K Buy
2,336
+212
+10% +$18.4K 0.03% 269
2024
Q4 		$175K Buy
2,124
+86
+4% +$7.54K 0.03% 288
2024
Q3 		$184K Buy
2,038
+29
+1% +$2.48K 0.03% 278
2024
Q2 		$156K Buy
2,009
+63
+3% +$4.77K 0.03% 283
2024
Q1 		$140K Buy
1,946
+7
+0.4% +$483 0.02% 302
2023
Q4 		$136K Buy
+1,939
New +$133K 0.03% 292
2023
Q3 		– Sell
-2,343
Closed -$165K – 831
2023
Q2 		$165K Buy
2,343
+159
+7% +$11.4K 0.03% 250
2023
Q1 		$152K Buy
2,184
+554
+34% +$37.3K 0.03% 256
2022
Q4 		$116K Sell
1,630
-585
-26% -$39.1K 0.03% 270
2022
Q3 		$151K Buy
2,215
+205
+10% +$15.5K 0.04% 197
2022
Q2 		$143K Buy
2,010
+300
+18% +$22K 0.04% 197
2022
Q1 		$124K Hold
1,710
– – 0.03% 231
2021
Q4 		$117K Buy
1,710
+775
+83% +$49.4K 0.03% 225
2021
Q3 		$51K Sell
935
-1,910
-67% -$123K 0.04% 179
2021
Q2 		$172K Buy
2,845
+755
+36% +$48.3K 0.05% 170
2021
Q1 		$130K Buy
2,090
+1,155
+124% +$69.2K 0.05% 152
2020
Q4 		$57K Hold
935
– – 0.04% 176
2020
Q3 		$51K Buy
+935
New +$50K 0.04% 179

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

CVA Family Office's SO Position: Q1 2026 in Review

CVA Family Office increased its Southern Company (SO) stake by 27% in Q1 2026, buying an estimated $59.9K and bringing the position to 3,033 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #253.

CVA Family Office first reported a position in SO in Q3 2020 and has held it in 22 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • CVA Family Office held 3,033 shares of Southern Company worth $293K as of Q1 2026.
  • CVA Family Office bought 648 Southern Company shares in Q1 2026, an estimated $59.9K.
  • Southern Company made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #253 holding.
  • CVA Family Office first reported a position in Southern Company in Q3 2020 and has held it in 22 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.