Glassy Mountain Advisors’s Southern Company SO Stock Holding History

Glassy Mountain 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	$212K	Buy	+2,199	New	+$203K	0.07%	61
2025 Q3	–	Sell	-2,449	Closed	-$225K	–	80
2025 Q2	$225K	Sell	2,449 -15	-0.6%	-$1.35K	0.07%	60
2025 Q1	$227K	Hold	2,464	–	–	0.08%	57
2024 Q4	$203K	Hold	2,464	–	–	0.07%	58
2024 Q3	$222K	Sell	2,464 -265	-10%	-$22.6K	0.08%	59
2024 Q2	$212K	Buy	+2,729	New	+$207K	0.08%	56
2023 Q3	–	Sell	-3,331	Closed	-$234K	–	59
2023 Q2	$234K	Buy	+3,331	New	+$239K	0.1%	56
2023 Q1	–	Sell	-12,286	Closed	-$877K	–	183
2022 Q4	$877K	Buy	+12,286	New	+$821K	0.48%	46
2022 Q2	$1.13M	Hold	15,854	–	–	0.68%	44
2022 Q1	$1.15M	Hold	15,854	–	–	0.59%	44
2021 Q4	$1.09M	Buy	+15,854	New	+$1.01M	0.56%	45

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Glassy Mountain Advisors's SO Position: Q1 2026 in Review

Glassy Mountain Advisors opened a new position in Southern Company (SO) in Q1 2026: 2,199 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #61 among its holdings. This is a return to the name: Glassy Mountain Advisors previously reported a position in SO as recently as Q2 2025.

Glassy Mountain Advisors first reported a position in SO in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Glassy Mountain Advisors held 2,199 shares of Southern Company worth $212K as of Q1 2026.
Southern Company was a new Glassy Mountain Advisors position in Q1 2026.
Southern Company made up 0.07% of Glassy Mountain Advisors's portfolio in Q1 2026, its #61 holding.
Glassy Mountain Advisors first reported a position in Southern Company in Q4 2021 and has held it in 11 quarters since.
Glassy Mountain Advisors's Southern Company position peaked at $1.15M in Q1 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.