FFC
SO icon

Frederick Financial Consultants’s Southern Company SO Stock Holding History

Frederick Financial Consultants’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 		– Sell
-2,616
Closed -$228K – 116
2025
Q4 		$228K Sell
2,616
-260
-9% -$23.7K 0.12% 99
2025
Q3 		$273K Buy
2,876
+93
+3% +$8.68K 0.15% 85
2025
Q2 		$256K Buy
2,783
+454
+19% +$40.8K 0.16% 84
2025
Q1 		$214K Buy
+2,329
New +$202K 0.15% 87

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

Frederick Financial Consultants's SO Position: Q1 2026 in Review

Frederick Financial Consultants sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,616 shares — an estimated $228K sold.

Frederick Financial Consultants first reported a position in SO in Q1 2025 and held it in 4 quarters. The position peaked at $273K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Frederick Financial Consultants reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Frederick Financial Consultants sold 2,616 Southern Company shares in Q1 2026, an estimated $228K.
  • Frederick Financial Consultants first reported a position in Southern Company in Q1 2025 and held it in 4 quarters.
  • Frederick Financial Consultants's Southern Company position peaked at $273K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.