Fortis Advisors’s Southern Company SO Stock Holding History

Fortis Advisors’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	$432K	Hold	4,475	–	–	0.22%	75
2025 Q4	$390K	Hold	4,475	–	–	0.21%	78
2025 Q3	$424K	Hold	4,475	–	–	0.24%	74
2025 Q2	$411K	Hold	4,475	–	–	0.26%	70
2025 Q1	$411K	Buy	4,475 +750	+20%	+$64.9K	0.27%	68
2024 Q4	$307K	Buy	3,725 +1,400	+60%	+$123K	0.2%	84
2024 Q3	$210K	Buy	+2,325	New	+$199K	0.14%	101

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

Fortis Advisors's SO Position: Q1 2026 in Review

Fortis Advisors held its Southern Company (SO) position steady in Q1 2026 at 4,475 shares worth $432K. The position accounts for 0.22% of the portfolio, ranked #75.

Fortis Advisors first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Fortis Advisors held 4,475 shares of Southern Company worth $432K as of Q1 2026.
Fortis Advisors left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.22% of Fortis Advisors's portfolio in Q1 2026, its #75 holding.
Fortis Advisors first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.