Great Lakes Retirement’s Southern Company SO Stock Holding History

Great Lakes Retirement’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	$3.83M	Buy	39,717 +1,537	+4%	+$142K	0.4%	54
2025 Q4	$3.33M	Buy	38,180 +1,312	+4%	+$120K	0.35%	60
2025 Q3	$3.49M	Buy	36,868 +2,297	+7%	+$214K	0.38%	57
2025 Q2	$3.17M	Buy	34,571 +1,829	+6%	+$164K	0.38%	56
2025 Q1	$3.01M	Buy	32,742 +776	+2%	+$67.2K	0.39%	54
2024 Q4	$2.63M	Sell	31,966 -50	-0.2%	-$4.39K	0.34%	63
2024 Q3	$2.89M	Buy	32,016 +12,914	+68%	+$1.1M	0.37%	60
2024 Q2	$1.48M	Buy	19,102 +2,542	+15%	+$193K	0.2%	98
2024 Q1	$1.19M	Buy	+16,560	New	+$1.14M	0.18%	120

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

Great Lakes Retirement's SO Position: Q1 2026 in Review

Great Lakes Retirement increased its Southern Company (SO) stake by 4% in Q1 2026, buying an estimated $142K and bringing the position to 39,717 shares worth $3.83M. The position accounts for 0.4% of the portfolio, ranked #54.

Great Lakes Retirement first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Great Lakes Retirement held 39,717 shares of Southern Company worth $3.83M as of Q1 2026.
Great Lakes Retirement bought 1,537 Southern Company shares in Q1 2026, an estimated $142K.
Southern Company made up 0.4% of Great Lakes Retirement's portfolio in Q1 2026, its #54 holding.
Great Lakes Retirement first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.