Ethos Financial Group’s Southern Company SO Stock Holding History

Ethos Financial 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	$1.83M	Hold	21,017	–	–	0.13%	142
2025 Q4	$1.83M	Sell	21,017 -731	-3%	-$66.7K	0.14%	143
2025 Q3	$2.06M	Buy	21,748 +1,128	+5%	+$105K	0.16%	121
2025 Q2	$1.89M	Sell	20,620 -23,382	-53%	-$2.1M	0.16%	123
2025 Q1	$3.98M	Buy	44,002 +40,600	+1,193%	+$3.51M	0.38%	63
2024 Q4	$280K	Buy	3,402 +1,093	+47%	+$95.9K	0.04%	231
2024 Q3	$208K	Buy	+2,309	New	+$197K	0.03%	267

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

Ethos Financial Group's SO Position: Q1 2026 in Review

Ethos Financial Group held its Southern Company (SO) position steady in Q1 2026 at 21,017 shares worth $1.83M. The position accounts for 0.13% of the portfolio, ranked #142.

Ethos Financial Group first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.98M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Ethos Financial Group held 21,017 shares of Southern Company worth $1.83M as of Q1 2026.
Ethos Financial Group left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.13% of Ethos Financial Group's portfolio in Q1 2026, its #142 holding.
Ethos Financial Group first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
Ethos Financial Group's Southern Company position peaked at $3.98M in Q1 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.