Financial Freedom LLC’s Southern Company SO Stock Holding History

Financial Freedom LLC’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	$9.65K	Hold	100	–	–	﹤0.01%	303
2025 Q4	$8.72K	Hold	100	–	–	﹤0.01%	277
2025 Q3	$9.48K	Hold	100	–	–	﹤0.01%	280
2025 Q2	$9.18K	Hold	100	–	–	﹤0.01%	281
2025 Q1	$9.2K	Hold	100	–	–	0.01%	285
2024 Q4	$8.23K	Hold	100	–	–	﹤0.01%	287
2024 Q3	$9.02K	Hold	100	–	–	﹤0.01%	281
2024 Q2	$7.76K	Sell	100 -9	-8%	-$682	﹤0.01%	293
2024 Q1	$7.82K	Hold	109	–	–	﹤0.01%	286
2023 Q4	$7.63K	Sell	109 -49	-31%	-$3.37K	﹤0.01%	284
2023 Q3	$10.2K	Hold	158	–	–	0.01%	271
2023 Q2	$11.1K	Buy	158 +1	+0.6%	+$72	0.01%	260
2023 Q1	$10.9K	Buy	157 +1	+0.6%	+$67	0.01%	256
2022 Q4	$11.2K	Buy	+156	New	+$10.4K	0.01%	253

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

Financial Freedom LLC's SO Position: Q1 2026 in Review

Financial Freedom LLC held its Southern Company (SO) position steady in Q1 2026 at 100 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Financial Freedom LLC first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.2K in Q4 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Financial Freedom LLC held 100 shares of Southern Company worth $9.65K as of Q1 2026.
Financial Freedom LLC left its Southern Company share count unchanged in Q1 2026.
Southern Company made up ﹤0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #303 holding.
Financial Freedom LLC first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Southern Company position peaked at $11.2K in Q4 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.