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Insight Advisors’s Southern Company SO Stock Holding History

Insight 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 		– Sell
-3,137
Closed -$274K – 280
2025
Q4 		$274K Hold
3,137
– – 0.04% 230
2025
Q3 		$297K Sell
3,137
-110
-3% -$10.3K 0.05% 216
2025
Q2 		$298K Hold
3,247
– – 0.05% 218
2025
Q1 		$299K Hold
3,247
– – 0.05% 214
2024
Q4 		$267K Hold
3,247
– – 0.05% 245
2024
Q3 		$293K Hold
3,247
– – 0.05% 231
2024
Q2 		$252K Buy
3,247
+9
+0.3% +$682 0.05% 252
2024
Q1 		$232K Hold
3,238
– – 0.04% 268
2023
Q4 		$227K Sell
3,238
-12
-0.4% -$824 0.05% 256
2023
Q3 		$210K Sell
3,250
-19
-0.6% -$1.32K 0.05% 257
2023
Q2 		$230K Sell
3,269
-138
-4% -$9.9K 0.05% 253
2023
Q1 		$237K Hold
3,407
– – 0.06% 266
2022
Q4 		$245K Buy
3,407
+8
+0.2% +$535 0.09% 272
2022
Q3 		$231K Sell
3,399
-18
-0.5% -$1.36K 0.09% 246
2022
Q2 		$266K Sell
3,417
-36
-1% -$2.64K 0.09% 243
2022
Q1 		$250K Hold
3,453
– – 0.07% 276
2021
Q4 		$237K Hold
3,453
– – 0.07% 278
2021
Q3 		$216K Buy
3,453
+12
+0.3% +$773 0.06% 284
2021
Q2 		$220K Hold
3,441
– – 0.07% 286
2021
Q1 		$228K Sell
3,441
-6
-0.2% -$359 0.07% 299
2020
Q4 		$212K Buy
+3,447
New +$207K 0.08% 253

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

Insight Advisors's SO Position: Q1 2026 in Review

Insight Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 3,137 shares — an estimated $274K sold.

Insight Advisors first reported a position in SO in Q4 2020 and held it in 21 quarters. The position peaked at $299K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Insight Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Insight Advisors sold 3,137 Southern Company shares in Q1 2026, an estimated $274K.
  • Insight Advisors first reported a position in Southern Company in Q4 2020 and held it in 21 quarters.
  • Insight Advisors's Southern Company position peaked at $299K in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.