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Goldstone Financial Group’s Southern Company SO Stock Holding History

Goldstone Financial Group’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 		$672K Sell
6,965
-1,472
-17% -$136K 0.07% 147
2025
Q4 		$736K Buy
8,437
+632
+8% +$57.7K 0.08% 137
2025
Q3 		$740K Buy
7,805
+660
+9% +$61.6K 0.09% 136
2025
Q2 		$654K Buy
7,145
+738
+12% +$66.3K 0.09% 135
2025
Q1 		$589K Sell
6,407
-40
-0.6% -$3.46K 0.09% 123
2024
Q4 		$531K Buy
6,447
+469
+8% +$41.1K 0.08% 124
2024
Q3 		$539K Buy
5,978
+778
+15% +$66.5K 0.09% 112
2024
Q2 		$403K Buy
5,200
+910
+21% +$69K 0.08% 124
2024
Q1 		$308K Buy
4,290
+214
+5% +$14.8K 0.07% 126
2023
Q4 		$286K Buy
4,076
+364
+10% +$25K 0.07% 127
2023
Q3 		$240K Sell
3,712
-386
-9% -$26.8K 0.07% 131
2023
Q2 		$288K Buy
4,098
+391
+11% +$28K 0.08% 125
2023
Q1 		$258K Buy
+3,707
New +$250K 0.09% 127

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

Goldstone Financial Group's SO Position: Q1 2026 in Review

Goldstone Financial Group reduced its Southern Company (SO) stake by 17% in Q1 2026, selling an estimated $136K and leaving 6,965 shares worth $672K. The position accounts for 0.07% of the portfolio, ranked #147.

Goldstone Financial Group first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $740K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Goldstone Financial Group held 6,965 shares of Southern Company worth $672K as of Q1 2026.
  • Goldstone Financial Group sold 1,472 Southern Company shares in Q1 2026, an estimated $136K.
  • Southern Company made up 0.07% of Goldstone Financial Group's portfolio in Q1 2026, its #147 holding.
  • Goldstone Financial Group first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's Southern Company position peaked at $740K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.