Deseret Mutual Benefit Administrators’s Southern Company SO Stock Holding History

Deseret Mutual Benefit Administrators’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	$266K	Buy	2,760 +1,202	+77%	+$111K	0.09%	170
2025 Q4	$136K	Hold	1,558	–	–	0.06%	190
2025 Q3	$148K	Hold	1,558	–	–	0.06%	183
2025 Q2	$143K	Hold	1,558	–	–	0.07%	174
2025 Q1	$143K	Sell	1,558 -60	-4%	-$5.19K	0.07%	175
2024 Q4	$133K	Sell	1,618 -30	-2%	-$2.63K	0.07%	182
2024 Q3	$149K	Hold	1,648	–	–	0.08%	169
2024 Q2	$128K	Buy	1,648 +87	+6%	+$6.59K	0.06%	180
2024 Q1	$112K	Buy	1,561 +76	+5%	+$5.25K	0.06%	193
2023 Q4	$104K	Sell	1,485 -440	-23%	-$30.2K	0.06%	184
2023 Q3	$125K	Sell	1,925 -282	-13%	-$19.6K	0.06%	181
2023 Q2	$155K	Sell	2,207 -92	-4%	-$6.6K	0.06%	173
2023 Q1	$160K	Sell	2,299 -20	-0.9%	-$1.35K	0.06%	167
2022 Q4	$166K	Sell	2,319 -1,942	-46%	-$130K	0.07%	159
2022 Q3	$290K	Sell	4,261 -1,225	-22%	-$92.8K	0.08%	150
2022 Q2	$391K	Hold	5,486	–	–	0.09%	146
2022 Q1	$398K	Sell	5,486 -766	-12%	-$51.9K	0.08%	166
2021 Q4	$429K	Buy	6,252 +433	+7%	+$27.6K	0.07%	179
2021 Q3	$361K	Sell	5,819 -1,618	-22%	-$104K	0.07%	185
2021 Q2	$450K	Buy	+7,437	New	+$476K	0.11%	98

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

Deseret Mutual Benefit Administrators's SO Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Southern Company (SO) stake by 77% in Q1 2026, buying an estimated $111K and bringing the position to 2,760 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #170.

Deseret Mutual Benefit Administrators first reported a position in SO in Q2 2021 and has held it in 20 quarters since. The position peaked at $450K in Q2 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Deseret Mutual Benefit Administrators held 2,760 shares of Southern Company worth $266K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 1,202 Southern Company shares in Q1 2026, an estimated $111K.
Southern Company made up 0.09% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #170 holding.
Deseret Mutual Benefit Administrators first reported a position in Southern Company in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Southern Company position peaked at $450K in Q2 2021.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.