IAA
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Independent Advisor Alliance’s Southern Company SO Stock Holding History

Independent Advisor Alliance’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 		$12.5M Sell
129,262
-19,063
-13% -$1.76M 0.13% 141
2025
Q4 		$12.9M Buy
148,325
+2,915
+2% +$266K 0.31% 41
2025
Q3 		$13.8M Buy
145,410
+21,302
+17% +$1.99M 0.36% 43
2025
Q2 		$11.4M Sell
124,108
-2,052
-2% -$184K 0.33% 51
2025
Q1 		$11.6M Sell
126,160
-13,759
-10% -$1.19M 0.38% 43
2024
Q4 		$11.5M Buy
139,919
+5,725
+4% +$502K 0.15% 148
2024
Q3 		$12.1M Buy
134,194
+7,443
+6% +$636K 0.44% 38
2024
Q2 		$9.83M Buy
126,751
+5,411
+4% +$410K 0.34% 51
2024
Q1 		$8.7M Sell
121,340
-2,685
-2% -$185K 0.31% 61
2023
Q4 		$8.7M Sell
124,025
-2,397
-2% -$165K 0.31% 60
2023
Q3 		$8.18M Buy
126,422
+10,689
+9% +$742K 0.37% 55
2023
Q2 		$8.13M Buy
115,733
+500
+0.4% +$35.9K 0.36% 61
2023
Q1 		$8.02M Buy
115,233
+7,264
+7% +$489K 0.39% 57
2022
Q4 		$7.71K Buy
107,969
+7,758
+8% +$519K ﹤0.01% 177
2022
Q3 		$6.81M Sell
100,211
-132,192
-57% -$10M 0.4% 63
2022
Q2 		$16.6M Sell
232,403
-497
-0.2% -$36.5K 0.93% 20
2022
Q1 		$16.9M Sell
232,900
-16,694
-7% -$1.13M 0.81% 25
2021
Q4 		$17.1M Buy
249,594
+8,429
+3% +$537K 0.84% 22
2021
Q3 		$14.9M Buy
241,165
+12,327
+5% +$794K 0.83% 25
2021
Q2 		$13.8M Buy
228,838
+6,029
+3% +$386K 0.76% 25
2021
Q1 		$13.8M Buy
222,809
+5,009
+2% +$300K 0.82% 26
2020
Q4 		$13.4M Buy
217,800
+4,057
+2% +$244K 0.91% 25
2020
Q3 		$11.6M Sell
213,743
-686
-0.3% -$36.7K 0.88% 25
2020
Q2 		$11.1M Buy
214,429
+11,818
+6% +$657K 1.19% 14
2020
Q1 		$11M Sell
202,611
-40,557
-17% -$2.57M 1.6% 11
2019
Q4 		$15.5M Sell
243,168
-5,305
-2% -$329K 0.68% 24
2019
Q3 		$15.3M Buy
248,473
+7,013
+3% +$406K 1.87% 6
2019
Q2 		$12.2M Buy
241,460
+38,287
+19% +$2.05M 1.77% 8
2019
Q1 		$10.5M Buy
203,173
+12,346
+6% +$605K 1.48% 12
2018
Q4 		$8.42M Buy
190,827
+31,347
+20% +$1.43M 1.49% 12
2018
Q3 		$6.65M Buy
159,480
+8,004
+5% +$369K 1.2% 17
2018
Q2 		$6.76M Buy
151,476
+12,566
+9% +$562K 1.41% 12
2018
Q1 		$6.14M Buy
138,910
+6,805
+5% +$302K 1.37% 13
2017
Q4 		$6.24M Buy
132,105
+4,962
+4% +$253K 1.39% 13
2017
Q3 		$6.31M Buy
127,143
+16,900
+15% +$819K 1.74% 11
2017
Q2 		$5.21M Buy
110,243
+50,813
+86% +$2.55M 1.66% 12
2017
Q1 		$3M Buy
59,430
+3,562
+6% +$176K 0.47% 61
2016
Q4 		$2.74M Buy
+55,868
New +$2.74M 1.18% 21

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

Independent Advisor Alliance's SO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Southern Company (SO) stake by 13% in Q1 2026, selling an estimated $1.76M and leaving 129,262 shares worth $12.5M. The position accounts for 0.13% of the portfolio, ranked #141.

Independent Advisor Alliance first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $17.1M in Q4 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Independent Advisor Alliance held 129,262 shares of Southern Company worth $12.5M as of Q1 2026.
  • Independent Advisor Alliance sold 19,063 Southern Company shares in Q1 2026, an estimated $1.76M.
  • Southern Company made up 0.13% of Independent Advisor Alliance's portfolio in Q1 2026, its #141 holding.
  • Independent Advisor Alliance first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Southern Company position peaked at $17.1M in Q4 2021.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.