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Great Valley Advisor Group’s Southern Company SO Stock Holding History

Great Valley Advisor 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 		$3.25M Buy
33,711
+2,696
+9% +$249K 0.06% 283
2025
Q4 		$2.7M Buy
31,015
+516
+2% +$47.1K 0.05% 287
2025
Q3 		$2.89M Buy
30,499
+3,047
+11% +$284K 0.06% 265
2025
Q2 		$2.52M Sell
27,452
-3,419
-11% -$307K 0.06% 277
2025
Q1 		$2.84M Sell
30,871
-36,077
-54% -$3.12M 0.06% 254
2024
Q4 		$5.51M Buy
66,948
+3,456
+5% +$303K 0.12% 163
2024
Q3 		$5.73M Buy
63,492
+6,504
+11% +$556K 0.14% 156
2024
Q2 		$4.42M Buy
56,988
+4,927
+9% +$373K 0.12% 177
2024
Q1 		$3.73M Buy
52,061
+18,147
+54% +$1.25M 0.11% 191
2023
Q4 		$2.38M Buy
33,914
+7,818
+30% +$537K 0.08% 215
2023
Q3 		$1.69M Buy
26,096
+903
+4% +$62.7K 0.07% 242
2023
Q2 		$1.77M Buy
25,193
+3,093
+14% +$222K 0.07% 231
2023
Q1 		$1.54M Buy
22,100
+11,114
+101% +$748K 0.07% 248
2022
Q4 		$784K Sell
10,986
-1,907
-15% -$128K 0.04% 360
2022
Q3 		$876K Buy
12,893
+2,114
+20% +$160K 0.05% 324
2022
Q2 		$769K Buy
10,779
+1,751
+19% +$129K 0.04% 348
2022
Q1 		$648K Buy
9,028
+514
+6% +$34.8K 0.04% 350
2021
Q4 		$572K Sell
8,514
-71
-0.8% -$4.53K 0.04% 359
2021
Q3 		$532K Buy
8,585
+106
+1% +$6.83K 0.04% 345
2021
Q2 		$516K Buy
8,479
+304
+4% +$19.4K 0.04% 341
2021
Q1 		$508K Sell
8,175
-652
-7% -$39K 0.05% 301
2020
Q4 		$542K Sell
8,827
-66
-0.7% -$3.97K 0.06% 269
2020
Q3 		$483K Buy
8,893
+2,165
+32% +$116K 0.06% 255
2020
Q2 		$349K Buy
6,728
+534
+9% +$29.7K 0.06% 295
2020
Q1 		$335K Sell
6,194
-1,573
-20% -$99.7K 0.09% 224
2019
Q4 		$494K Buy
7,767
+244
+3% +$15.1K 0.11% 203
2019
Q3 		$465K Buy
7,523
+3,449
+85% +$200K 0.11% 203
2019
Q2 		$225K Buy
+4,074
New +$218K 0.06% 303

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

Great Valley Advisor Group's SO Position: Q1 2026 in Review

Great Valley Advisor Group increased its Southern Company (SO) stake by 8.7% in Q1 2026, buying an estimated $249K and bringing the position to 33,711 shares worth $3.25M. The position accounts for 0.06% of the portfolio, ranked #283.

Great Valley Advisor Group first reported a position in SO in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.73M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Great Valley Advisor Group held 33,711 shares of Southern Company worth $3.25M as of Q1 2026.
  • Great Valley Advisor Group bought 2,696 Southern Company shares in Q1 2026, an estimated $249K.
  • Southern Company made up 0.06% of Great Valley Advisor Group's portfolio in Q1 2026, its #283 holding.
  • Great Valley Advisor Group first reported a position in Southern Company in Q2 2019 and has held it in 28 quarters since.
  • Great Valley Advisor Group's Southern Company position peaked at $5.73M in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.