Empower Advisory Group’s Southern Company SO Stock Holding History

Empower Advisory Group’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	$153M	Buy	1,583,291 +122,692	+8%	+$11.3M	0.4%	48
2025 Q4	$127M	Sell	1,460,599 -41,416	-3%	-$3.78M	0.34%	51
2025 Q3	$142M	Buy	1,502,015 +30,635	+2%	+$2.86M	0.39%	46
2025 Q2	$135M	Buy	1,471,380 +32,308	+2%	+$2.9M	0.4%	43
2025 Q1	$132M	Buy	1,439,072 +37,408	+3%	+$3.24M	0.43%	44
2024 Q4	$115M	Buy	1,401,664 +35,606	+3%	+$3.12M	0.39%	49
2024 Q3	$123M	Buy	1,366,058 +21,726	+2%	+$1.86M	0.42%	50
2024 Q2	$104M	Buy	1,344,332 +14,048	+1%	+$1.06M	0.39%	56
2024 Q1	$95.4M	Buy	1,330,284 +42,006	+3%	+$2.9M	0.36%	62
2023 Q4	$90.3M	Buy	1,288,278 +39,371	+3%	+$2.7M	0.36%	65
2023 Q3	$80.8M	Buy	1,248,907 +31,288	+3%	+$2.17M	0.36%	56
2023 Q2	$85.5M	Buy	1,217,619 +17,080	+1%	+$1.22M	0.37%	61
2023 Q1	$82.8M	Buy	+1,200,539	New	+$80.8M	0.37%	62

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

Empower Advisory Group's SO Position: Q1 2026 in Review

Empower Advisory Group increased its Southern Company (SO) stake by 8.4% in Q1 2026, buying an estimated $11.3M and bringing the position to 1,583,291 shares worth $153M. The position accounts for 0.4% of the portfolio, ranked #48.

Empower Advisory Group first reported a position in SO in Q1 2023 and has held it in 13 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Empower Advisory Group held 1,583,291 shares of Southern Company worth $153M as of Q1 2026.
Empower Advisory Group bought 122,692 Southern Company shares in Q1 2026, an estimated $11.3M.
Southern Company made up 0.4% of Empower Advisory Group's portfolio in Q1 2026, its #48 holding.
Empower Advisory Group first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.