Firestone Capital Management’s Southern Company SO Stock Holding History

Firestone Capital Management’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	$425K	Sell	4,408 -43	-1%	-$3.98K	0.09%	107
2025 Q4	$388K	Sell	4,451 -113	-2%	-$10.3K	0.08%	112
2025 Q3	$433K	Sell	4,564 -55	-1%	-$5.13K	0.09%	106
2025 Q2	$424K	Buy	4,619 +7	+0.2%	+$629	0.1%	103
2025 Q1	$424K	Buy	4,612 +332	+8%	+$28.7K	0.11%	96
2024 Q4	$352K	Sell	4,280 -3,244	-43%	-$285K	0.09%	110
2024 Q3	$679K	Hold	7,524	–	–	0.17%	71
2024 Q2	$584K	Hold	7,524	–	–	0.16%	78
2024 Q1	$540K	Hold	7,524	–	–	0.15%	78
2023 Q4	$528K	Hold	7,524	–	–	0.16%	72
2023 Q3	$487K	Hold	7,524	–	–	0.17%	72
2023 Q2	$528K	Hold	7,524	–	–	0.17%	71
2023 Q1	$524K	Sell	7,524 -195	-3%	-$13.1K	0.19%	63
2022 Q4	$551K	Hold	7,719	–	–	0.2%	61
2022 Q3	$525K	Hold	7,719	–	–	0.21%	64
2022 Q2	$550K	Hold	7,719	–	–	0.21%	59
2022 Q1	$560K	Hold	7,719	–	–	0.18%	62
2021 Q4	$529K	Hold	7,719	–	–	0.17%	64
2021 Q3	$467K	Hold	7,719	–	–	0.15%	65
2021 Q2	$467K	Sell	7,719 -783	-9%	-$50.1K	0.17%	65
2021 Q1	$528K	Sell	8,502 -819	-9%	-$49K	0.19%	63
2020 Q4	$573K	Hold	9,321	–	–	0.22%	59
2020 Q3	$505K	Hold	9,321	–	–	0.23%	54
2020 Q2	$483K	Sell	9,321 -3,550	-28%	-$197K	0.22%	55
2020 Q1	$697K	Sell	12,871 -3,160	-20%	-$200K	0.36%	44
2019 Q4	$1.02M	Buy	+16,031	New	+$993K	0.44%	41

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

Firestone Capital Management's SO Position: Q1 2026 in Review

Firestone Capital Management reduced its Southern Company (SO) stake by 0.97% in Q1 2026, selling an estimated $3.98K and leaving 4,408 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #107.

Firestone Capital Management first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.02M in Q4 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Firestone Capital Management held 4,408 shares of Southern Company worth $425K as of Q1 2026.
Firestone Capital Management sold 43 Southern Company shares in Q1 2026, an estimated $3.98K.
Southern Company made up 0.09% of Firestone Capital Management's portfolio in Q1 2026, its #107 holding.
Firestone Capital Management first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
Firestone Capital Management's Southern Company position peaked at $1.02M in Q4 2019.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.