GAFA
SO icon

Garton & Associates Financial Advisors’s Southern Company SO Stock Holding History

Garton & Associates Financial Advisors’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
-586
Closed -$51.1K – 611
2025
Q4 		$51.1K Buy
+586
New +$53.5K 0.03% 369

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Garton & Associates Financial Advisors's SO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 586 shares — an estimated $51.1K sold.

Garton & Associates Financial Advisors first reported a position in SO in Q4 2025 and held it in 1 quarter. The position peaked at $51.1K in Q4 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 586 Southern Company shares in Q1 2026, an estimated $51.1K.
  • Garton & Associates Financial Advisors first reported a position in Southern Company in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Southern Company position peaked at $51.1K in Q4 2025.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.