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HORAN Wealth’s Southern Company SO Stock Holding History

HORAN Wealth’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 		$523K Buy
5,916
+3,003
+103% +$278K 0.05% 137
2025
Q4 		$254K Sell
2,913
-92
-3% -$8.4K 0.04% 155
2025
Q3 		$285K Buy
+3,005
New +$281K 0.04% 158

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

HORAN Wealth's SO Position: Q1 2026 in Review

HORAN Wealth increased its Southern Company (SO) stake by 103% in Q1 2026, buying an estimated $278K and bringing the position to 5,916 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #137.

HORAN Wealth first reported a position in SO in Q3 2025 and has held it in 3 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • HORAN Wealth held 5,916 shares of Southern Company worth $523K as of Q1 2026.
  • HORAN Wealth bought 3,003 Southern Company shares in Q1 2026, an estimated $278K.
  • Southern Company made up 0.05% of HORAN Wealth's portfolio in Q1 2026, its #137 holding.
  • HORAN Wealth first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.