First National Advisers’s Southern Company SO Stock Holding History

First National Advisers’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	$4.1M	Buy	42,532 +6,023	+16%	+$557K	0.6%	35
2025 Q4	$3.18M	Sell	36,509 -3,076	-8%	-$281K	0.44%	59
2025 Q3	$3.75M	Buy	39,585 +1,258	+3%	+$117K	0.51%	51
2025 Q2	$3.52M	Buy	38,327 +452	+1%	+$40.6K	0.52%	57
2025 Q1	$3.48M	Buy	37,875 +682	+2%	+$59K	0.56%	50
2024 Q4	$3.06M	Buy	37,193 +2,256	+6%	+$198K	0.5%	60
2024 Q3	$3.15M	Buy	+34,937	New	+$2.98M	0.5%	57

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

First National Advisers's SO Position: Q1 2026 in Review

First National Advisers increased its Southern Company (SO) stake by 16% in Q1 2026, buying an estimated $557K and bringing the position to 42,532 shares worth $4.1M. The position accounts for 0.6% of the portfolio, ranked #35.

First National Advisers first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

First National Advisers held 42,532 shares of Southern Company worth $4.1M as of Q1 2026.
First National Advisers bought 6,023 Southern Company shares in Q1 2026, an estimated $557K.
Southern Company made up 0.6% of First National Advisers's portfolio in Q1 2026, its #35 holding.
First National Advisers first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.