Empire Financial Management Company’s Southern Company SO Stock Holding History

Empire Financial Management Company’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	$1.32M	Hold	13,667	–	–	0.3%	93
2025 Q4	$1.19M	Hold	13,667	–	–	0.26%	98
2025 Q3	$1.3M	Hold	13,667	–	–	0.3%	98
2025 Q2	$1.26M	Hold	13,667	–	–	0.36%	85
2025 Q1	$1.26M	Sell	13,667 -3,366	-20%	-$291K	0.39%	80
2024 Q4	$1.4M	Buy	17,033 +3,366	+25%	+$295K	0.44%	72
2024 Q3	$1.23M	Hold	13,667	–	–	0.38%	79
2024 Q2	$1.06M	Hold	13,667	–	–	0.35%	83
2024 Q1	$980K	Hold	13,667	–	–	0.32%	88
2023 Q4	$958K	Hold	13,667	–	–	0.38%	75
2023 Q3	$885K	Hold	13,667	–	–	0.39%	75
2023 Q2	$960K	Hold	13,667	–	–	0.38%	72
2023 Q1	$951K	Buy	+13,667	New	+$920K	0.39%	75

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

Empire Financial Management Company's SO Position: Q1 2026 in Review

Empire Financial Management Company held its Southern Company (SO) position steady in Q1 2026 at 13,667 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #93.

Empire Financial Management Company first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.4M in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Empire Financial Management Company held 13,667 shares of Southern Company worth $1.32M as of Q1 2026.
Empire Financial Management Company left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.3% of Empire Financial Management Company's portfolio in Q1 2026, its #93 holding.
Empire Financial Management Company first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's Southern Company position peaked at $1.4M in Q4 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.