GC
SO icon

Garde Capital’s Southern Company SO Stock Holding History

Garde Capital’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 		$216K Buy
+2,236
New +$207K 0.01% 194
2025
Q4 		– Sell
-2,236
Closed -$212K – 235
2025
Q3 		$212K Sell
2,236
-1,938
-46% -$181K 0.01% 228
2025
Q2 		$383K Hold
4,174
– – 0.02% 171
2025
Q1 		$384K Hold
4,174
– – 0.02% 170
2024
Q4 		$344K Buy
+4,174
New +$366K 0.02% 168

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

Garde Capital's SO Position: Q1 2026 in Review

Garde Capital opened a new position in Southern Company (SO) in Q1 2026: 2,236 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Garde Capital previously reported a position in SO as recently as Q3 2025.

Garde Capital first reported a position in SO in Q4 2024 and has held it in 5 quarters since. The position peaked at $384K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Garde Capital held 2,236 shares of Southern Company worth $216K as of Q1 2026.
  • Southern Company was a new Garde Capital position in Q1 2026.
  • Southern Company made up 0.01% of Garde Capital's portfolio in Q1 2026, its #194 holding.
  • Garde Capital first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
  • Garde Capital's Southern Company position peaked at $384K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Garde Capital's 13F filing for Q1 2026, filed 29 Apr 2026.