Envision Financial Transparency’s Southern Company SO Stock Holding History

Envision Financial Transparency’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	$386K	Buy	+3,995	New	+$370K	0.38%	39

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Envision Financial Transparency's SO Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Southern Company (SO) in Q1 2026: 3,995 shares worth $386K. The stake represents 0.38% of the portfolio and ranks #39 among its holdings.

2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Envision Financial Transparency held 3,995 shares of Southern Company worth $386K as of Q1 2026.
Southern Company was a new Envision Financial Transparency position in Q1 2026.
Southern Company made up 0.38% of Envision Financial Transparency's portfolio in Q1 2026, its #39 holding.
2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.