Financial Perspectives’s Southern Company SO Stock Holding History

Financial Perspectives’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	$5.59K	Hold	58	–	–	﹤0.01%	581
2025 Q4	$5.05K	Hold	58	–	–	﹤0.01%	587
2025 Q3	$5.49K	Hold	58	–	–	﹤0.01%	579
2025 Q2	$5.32K	Hold	58	–	–	﹤0.01%	574
2025 Q1	$5.33K	Sell	58 -255	-81%	-$22.1K	﹤0.01%	565
2024 Q4	$25.8K	Buy	313 +57	+22%	+$5K	0.01%	380
2024 Q3	$23.1K	Hold	256	–	–	0.01%	371
2024 Q2	$19.9K	Hold	256	–	–	0.01%	384
2024 Q1	$18.4K	Hold	256	–	–	0.01%	392
2023 Q4	$18K	Hold	256	–	–	0.01%	393
2023 Q3	$16.6K	Hold	256	–	–	0.01%	383
2023 Q2	$18K	Hold	256	–	–	0.01%	374
2023 Q1	$17.8K	Hold	256	–	–	0.01%	371
2022 Q4	$18.3K	Hold	256	–	–	0.01%	369
2022 Q3	$17.4K	Hold	256	–	–	0.01%	366
2022 Q2	$18.3K	Hold	256	–	–	0.01%	364
2022 Q1	$18.6K	Hold	256	–	–	0.01%	385
2021 Q4	$17.6K	Hold	256	–	–	0.01%	373
2021 Q3	$15.9K	Hold	256	–	–	0.01%	383
2021 Q2	$15.5K	Sell	256 -15,657	-98%	-$1M	0.01%	412
2021 Q1	$256K	Buy	15,913 +12,657	+389%	+$758K	0.01%	372
2020 Q4	$200K	Hold	3,256	–	–	0.11%	117
2020 Q3	$177K	Hold	3,256	–	–	0.12%	106
2020 Q2	$169K	Hold	3,256	–	–	0.12%	101
2020 Q1	$176K	Hold	3,256	–	–	0.14%	79
2019 Q4	$207K	Buy	+3,256	New	+$202K	0.14%	84

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 Perspectives's SO Position: Q1 2026 in Review

Financial Perspectives held its Southern Company (SO) position steady in Q1 2026 at 58 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Financial Perspectives first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $256K in Q1 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Financial Perspectives held 58 shares of Southern Company worth $5.59K as of Q1 2026.
Financial Perspectives left its Southern Company share count unchanged in Q1 2026.
Southern Company made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #581 holding.
Financial Perspectives first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Southern Company position peaked at $256K in Q1 2021.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.