FMI
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Frec Markets Inc’s Southern Company SO Stock Holding History

Frec Markets Inc’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 		$1.2M Buy
12,415
+6,964
+128% +$644K 0.2% 81
2025
Q4 		$475K Buy
+5,451
New +$498K 0.14% 139

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

Frec Markets Inc's SO Position: Q1 2026 in Review

Frec Markets Inc increased its Southern Company (SO) stake by 128% in Q1 2026, buying an estimated $644K and bringing the position to 12,415 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #81.

Frec Markets Inc first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Frec Markets Inc held 12,415 shares of Southern Company worth $1.2M as of Q1 2026.
  • Frec Markets Inc bought 6,964 Southern Company shares in Q1 2026, an estimated $644K.
  • Southern Company made up 0.2% of Frec Markets Inc's portfolio in Q1 2026, its #81 holding.
  • Frec Markets Inc first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Frec Markets Inc's 13F filing for Q1 2026, filed 14 May 2026.