FC
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Fairscale Capital’s Southern Company SO Stock Holding History

Fairscale Capital’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 		$71K Hold
736
– – 0.05% 170
2025
Q4 		$64.2K Buy
736
+574
+354% +$52.4K 0.04% 171
2025
Q3 		$15.4K Hold
162
– – 0.01% 300
2025
Q2 		$15.3K Hold
162
– – 0.01% 297
2025
Q1 		$14.9K Hold
162
– – 0.01% 239
2024
Q4 		$13.3K Hold
162
– – 0.01% 243
2024
Q3 		$14.6K Hold
162
– – 0.01% 241
2024
Q2 		$13.1K Buy
+162
New +$12.3K 0.01% 246

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

Fairscale Capital's SO Position: Q1 2026 in Review

Fairscale Capital held its Southern Company (SO) position steady in Q1 2026 at 736 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #170.

Fairscale Capital first reported a position in SO in Q2 2024 and has held it in 8 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Fairscale Capital held 736 shares of Southern Company worth $71K as of Q1 2026.
  • Fairscale Capital left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.05% of Fairscale Capital's portfolio in Q1 2026, its #170 holding.
  • Fairscale Capital first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.