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Elite Financial’s Southern Company SO Stock Holding History

Elite Financial’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 		$272K Sell
2,818
-119
-4% -$11K 0.12% 51
2025
Q4 		$256K Buy
2,937
+6
+0.2% +$548 0.12% 51
2025
Q3 		$266K Sell
2,931
-844
-22% -$78.8K 0.12% 50
2025
Q2 		$362K Sell
3,775
-144
-4% -$12.9K 0.18% 43
2025
Q1 		$360K Sell
3,919
-619
-14% -$53.6K 0.19% 40
2024
Q4 		$373K Buy
+4,538
New +$398K 0.2% 36

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

Elite Financial's SO Position: Q1 2026 in Review

Elite Financial reduced its Southern Company (SO) stake by 4.1% in Q1 2026, selling an estimated $11K and leaving 2,818 shares worth $272K. The position accounts for 0.12% of the portfolio, ranked #51.

Elite Financial first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $373K in Q4 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Elite Financial held 2,818 shares of Southern Company worth $272K as of Q1 2026.
  • Elite Financial sold 119 Southern Company shares in Q1 2026, an estimated $11K.
  • Southern Company made up 0.12% of Elite Financial's portfolio in Q1 2026, its #51 holding.
  • Elite Financial first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Elite Financial's Southern Company position peaked at $373K in Q4 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.