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Detalus Advisors’s Southern Company SO Stock Holding History

Detalus Advisors’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 		$1.34M Buy
13,837
+54
+0.4% +$5K 0.31% 48
2025
Q4 		$1.2M Sell
13,783
-393
-3% -$35.9K 0.29% 51
2025
Q3 		$1.34M Buy
14,176
+241
+2% +$22.5K 0.35% 44
2025
Q2 		$1.28M Sell
13,935
-42
-0.3% -$3.77K 0.37% 42
2025
Q1 		$1.29M Buy
13,977
+42
+0.3% +$3.64K 0.4% 43
2024
Q4 		$1.15M Buy
13,935
+58
+0.4% +$5.09K 0.38% 40
2024
Q3 		$1.25M Buy
13,877
+3,614
+35% +$309K 0.42% 37
2024
Q2 		$796K Sell
10,263
-468
-4% -$35.5K 0.27% 50
2024
Q1 		$770K Sell
10,731
-350
-3% -$24.2K 0.27% 50
2023
Q4 		$777K Buy
11,081
+67
+0.6% +$4.6K 0.31% 50
2023
Q3 		$713K Sell
11,014
-490
-4% -$34K 0.33% 54
2023
Q2 		$808K Buy
11,504
+580
+5% +$41.6K 0.36% 50
2023
Q1 		$760K Sell
10,924
-284
-3% -$19.1K 0.36% 51
2022
Q4 		$800K Buy
11,208
+89
+0.8% +$5.95K 0.39% 52
2022
Q3 		$756K Sell
11,119
-128
-1% -$9.7K 0.45% 46
2022
Q2 		$802K Sell
11,247
-6,313
-36% -$464K 0.47% 38
2022
Q1 		$1.27M Buy
17,560
+202
+1% +$13.7K 0.67% 25
2021
Q4 		$1.19M Sell
17,358
-737
-4% -$47K 0.57% 25
2021
Q3 		$1.12M Buy
18,095
+851
+5% +$54.8K 0.57% 28
2021
Q2 		$1.04M Buy
17,244
+475
+3% +$30.4K 0.56% 29
2021
Q1 		$1.04M Buy
16,769
+6,161
+58% +$369K 0.61% 25
2020
Q4 		$652K Sell
10,608
-569
-5% -$34.2K 0.41% 47
2020
Q3 		$606K Buy
11,177
+748
+7% +$40K 0.44% 43
2020
Q2 		$541K Buy
10,429
+422
+4% +$23.5K 0.42% 46
2020
Q1 		$542K Sell
10,007
-2,366
-19% -$150K 0.5% 40
2019
Q4 		$788K Buy
+12,373
New +$767K 0.57% 29

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

Detalus Advisors's SO Position: Q1 2026 in Review

Detalus Advisors increased its Southern Company (SO) stake by 0.39% in Q1 2026, buying an estimated $5K and bringing the position to 13,837 shares worth $1.34M. The position accounts for 0.31% of the portfolio, ranked #48.

Detalus Advisors first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Detalus Advisors held 13,837 shares of Southern Company worth $1.34M as of Q1 2026.
  • Detalus Advisors bought 54 Southern Company shares in Q1 2026, an estimated $5K.
  • Southern Company made up 0.31% of Detalus Advisors's portfolio in Q1 2026, its #48 holding.
  • Detalus Advisors first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Detalus Advisors's Southern Company position peaked at $1.34M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.