FourThought Financial Partners’s Southern Company SO Stock Holding History

FourThought Financial Partners’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	$588K	Sell	6,087 -463	-7%	-$42.8K	0.05%	175
2025 Q4	$571K	Sell	6,550 -540	-8%	-$49.3K	0.05%	191
2025 Q3	$672K	Sell	7,090 -251	-3%	-$23.4K	0.06%	164
2025 Q2	$674K	Sell	7,341 -226	-3%	-$20.3K	0.07%	162
2025 Q1	$696K	Sell	7,567 -266	-3%	-$23K	0.07%	154
2024 Q4	$645K	Buy	+7,833	New	+$687K	0.07%	162
2024 Q2	–	Sell	-8,529	Closed	-$612K	–	307
2024 Q1	$612K	Sell	8,529 -1,120	-12%	-$77.3K	0.07%	178
2023 Q4	$677K	Sell	9,649 -1,106	-10%	-$76K	0.08%	161
2023 Q3	$696K	Sell	10,755 -624	-5%	-$43.3K	0.1%	150
2023 Q2	$799K	Sell	11,379 -16,350	-59%	-$1.17M	0.11%	140
2023 Q1	$1.93M	Buy	27,729 +1,227	+5%	+$82.6K	0.26%	86
2022 Q4	$1.89M	Buy	+26,502	New	+$1.77M	0.27%	86

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

FourThought Financial Partners's SO Position: Q1 2026 in Review

FourThought Financial Partners reduced its Southern Company (SO) stake by 7.1% in Q1 2026, selling an estimated $42.8K and leaving 6,087 shares worth $588K. The position accounts for 0.05% of the portfolio, ranked #175.

FourThought Financial Partners first reported a position in SO in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.93M in Q1 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

FourThought Financial Partners held 6,087 shares of Southern Company worth $588K as of Q1 2026.
FourThought Financial Partners sold 463 Southern Company shares in Q1 2026, an estimated $42.8K.
Southern Company made up 0.05% of FourThought Financial Partners's portfolio in Q1 2026, its #175 holding.
FourThought Financial Partners first reported a position in Southern Company in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Southern Company position peaked at $1.93M in Q1 2023.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.