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Francis Financial’s Southern Company SO Stock Holding History

Francis Financial’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 		$254K Buy
2,633
+35
+1% +$3.24K 0.05% 98
2025
Q4 		$227K Sell
2,598
-99
-4% -$9.04K 0.04% 99
2025
Q3 		$293K Buy
2,697
+73
+3% +$6.82K 0.05% 98
2025
Q2 		$241K Buy
2,624
+54
+2% +$4.85K 0.06% 85
2025
Q1 		$236K Sell
2,570
-260
-9% -$22.5K 0.06% 80
2024
Q4 		$207K Buy
2,830
+339
+14% +$29.7K 0.05% 91
2024
Q3 		$225K Buy
+2,491
New +$213K 0.06% 90

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Francis Financial's SO Position: Q1 2026 in Review

Francis Financial increased its Southern Company (SO) stake by 1.3% in Q1 2026, buying an estimated $3.24K and bringing the position to 2,633 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #98.

Francis Financial first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $293K in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Francis Financial held 2,633 shares of Southern Company worth $254K as of Q1 2026.
  • Francis Financial bought 35 Southern Company shares in Q1 2026, an estimated $3.24K.
  • Southern Company made up 0.05% of Francis Financial's portfolio in Q1 2026, its #98 holding.
  • Francis Financial first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • Francis Financial's Southern Company position peaked at $293K in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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