Fonville Wealth Management’s Southern Company SO Stock Holding History

Fonville Wealth 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	$482K	Buy	4,992 +538	+12%	+$49.8K	0.09%	90
2025 Q4	$388K	Hold	4,454	–	–	0.08%	97
2025 Q3	$422K	Sell	4,454 -3	-0.1%	-$280	0.1%	95
2025 Q2	$409K	Hold	4,457	–	–	0.1%	88
2025 Q1	$408K	Sell	4,457 -118	-3%	-$10.2K	0.12%	82
2024 Q4	$377K	Hold	4,575	–	–	0.12%	77
2024 Q3	$413K	Buy	4,575 +265	+6%	+$22.6K	0.14%	77
2024 Q2	$334K	Sell	4,310 -352	-8%	-$26.7K	0.13%	75
2024 Q1	$334K	Buy	+4,662	New	+$322K	0.15%	74

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

Fonville Wealth Management's SO Position: Q1 2026 in Review

Fonville Wealth Management increased its Southern Company (SO) stake by 12% in Q1 2026, buying an estimated $49.8K and bringing the position to 4,992 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #90.

Fonville Wealth Management first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Fonville Wealth Management held 4,992 shares of Southern Company worth $482K as of Q1 2026.
Fonville Wealth Management bought 538 Southern Company shares in Q1 2026, an estimated $49.8K.
Southern Company made up 0.09% of Fonville Wealth Management's portfolio in Q1 2026, its #90 holding.
Fonville Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fonville Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.