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Financial Harvest’s Southern Company SO Stock Holding History

Financial Harvest’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 		– Sell
-3,378
Closed -$295K – 61
2025
Q4 		$295K Sell
3,378
-3
-0.1% -$274 0.18% 45
2025
Q3 		$320K Buy
3,381
+18
+0.5% +$1.68K 0.22% 39
2025
Q2 		$309K Buy
+3,363
New +$302K 0.23% 41
2025
Q1 		– Sell
-3,345
Closed -$275K – 94
2024
Q4 		$275K Buy
+3,345
New +$293K 0.23% 43

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

Financial Harvest's SO Position: Q1 2026 in Review

Financial Harvest sold out of Southern Company (SO) in Q1 2026, closing a stake of 3,378 shares — an estimated $295K sold.

Financial Harvest first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $320K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Financial Harvest reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Financial Harvest sold 3,378 Southern Company shares in Q1 2026, an estimated $295K.
  • Financial Harvest first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
  • Financial Harvest's Southern Company position peaked at $320K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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