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Empowered Funds’s Southern Company SO Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-3,709
Closed -$265K – 689
2022
Q4 		$265K Buy
+3,709
New +$248K 0.02% 408

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

Empowered Funds's SO Position: Q1 2026 in Review

Empowered Funds opened a new position in Southern Company (SO) in Q1 2026: 66,631 shares worth $6.43M. The stake represents 0.04% of the portfolio and ranks #544 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SO as recently as Q3 2025.

Empowered Funds first reported a position in SO in Q1 2023 and has held it in 12 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Empowered Funds held 66,631 shares of Southern Company worth $6.43M as of Q1 2026.
  • Southern Company was a new Empowered Funds position in Q1 2026.
  • Southern Company made up 0.04% of Empowered Funds's portfolio in Q1 2026, its #544 holding.
  • Empowered Funds first reported a position in Southern Company in Q1 2023 and has held it in 12 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.