Delta Investment Management’s Southern Company SO Stock Holding History

Delta Investment 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	$249K	Hold	2,581	–	–	0.04%	227
2025 Q4	$225K	Buy	2,581 +1	+0%	+$91	0.04%	255
2025 Q3	$245K	Buy	2,580 +1	+0%	+$93	0.04%	240
2025 Q2	$237K	Buy	2,579 +113	+5%	+$10.1K	0.05%	216
2025 Q1	$227K	Buy	2,466 +1	+0%	+$87	0.05%	221
2024 Q4	$203K	Hold	2,465	–	–	0.04%	242
2024 Q3	$222K	Buy	+2,465	New	+$211K	0.05%	223

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

Delta Investment Management's SO Position: Q1 2026 in Review

Delta Investment Management held its Southern Company (SO) position steady in Q1 2026 at 2,581 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #227.

Delta Investment Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Delta Investment Management held 2,581 shares of Southern Company worth $249K as of Q1 2026.
Delta Investment Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.04% of Delta Investment Management's portfolio in Q1 2026, its #227 holding.
Delta Investment Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.