IFS Advisors’s Southern Company SO Stock Holding History

IFS 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	$33.6K	Buy	+348	New	+$32.2K	0.02%	67

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

IFS Advisors's SO Position: Q1 2026 in Review

IFS Advisors opened a new position in Southern Company (SO) in Q1 2026: 348 shares worth $33.6K. The stake represents 0.02% of the portfolio and ranks #67 among its holdings.

2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

IFS Advisors held 348 shares of Southern Company worth $33.6K as of Q1 2026.
Southern Company was a new IFS Advisors position in Q1 2026.
Southern Company made up 0.02% of IFS Advisors's portfolio in Q1 2026, its #67 holding.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.