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Inspire Advisors’s Southern Company SO Stock Holding History

Inspire 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 		$464K Buy
4,810
+352
+8% +$32.6K 0.04% 383
2025
Q4 		$389K Sell
4,458
-524
-11% -$47.8K 0.04% 365
2025
Q3 		$472K Sell
4,982
-4,117
-45% -$384K 0.05% 316
2025
Q2 		$836K Sell
9,099
-333
-4% -$29.9K 0.09% 174
2025
Q1 		$867K Buy
9,432
+6,661
+240% +$577K 0.1% 137
2024
Q4 		$228K Sell
2,771
-73
-3% -$6.4K 0.03% 341
2024
Q3 		$256K Buy
+2,844
New +$243K 0.03% 313

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

Inspire Advisors's SO Position: Q1 2026 in Review

Inspire Advisors increased its Southern Company (SO) stake by 7.9% in Q1 2026, buying an estimated $32.6K and bringing the position to 4,810 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #383.

Inspire Advisors first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $867K in Q1 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Inspire Advisors held 4,810 shares of Southern Company worth $464K as of Q1 2026.
  • Inspire Advisors bought 352 Southern Company shares in Q1 2026, an estimated $32.6K.
  • Southern Company made up 0.04% of Inspire Advisors's portfolio in Q1 2026, its #383 holding.
  • Inspire Advisors first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • Inspire Advisors's Southern Company position peaked at $867K in Q1 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.