Financial Connections Group’s Southern Company SO Stock Holding History

Financial Connections 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	$34K	Hold	360	–	–	0.01%	129
2025 Q4	$31K	Hold	360	–	–	0.01%	126
2025 Q3	$34K	Hold	360	–	–	0.01%	123
2025 Q2	$33K	Hold	360	–	–	0.01%	127
2025 Q1	$33K	Buy	+360	New	+$31.2K	0.01%	115
2023 Q2	–	Sell	-914	Closed	-$63K	–	270
2023 Q1	$63K	Hold	914	–	–	0.04%	77
2022 Q4	$65K	Hold	914	–	–	0.05%	76
2022 Q3	$62K	Hold	914	–	–	0.05%	67
2022 Q2	$65K	Hold	914	–	–	0.06%	90
2022 Q1	$66K	Hold	914	–	–	0.07%	85
2021 Q4	$62K	Buy	+914	New	+$58.3K	0.06%	93

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

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

Financial Connections Group held its Southern Company (SO) position steady in Q1 2026 at 360 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #129.

Financial Connections Group first reported a position in SO in Q4 2021 and has held it in 11 quarters since. The position peaked at $66K in Q1 2022. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Financial Connections Group held 360 shares of Southern Company worth $34K as of Q1 2026.
Financial Connections Group left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #129 holding.
Financial Connections Group first reported a position in Southern Company in Q4 2021 and has held it in 11 quarters since.
Financial Connections Group's Southern Company position peaked at $66K in Q1 2022.
2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.