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Integrity Alliance’s Southern Company SO Stock Holding History

Integrity 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 		$1.08M Buy
11,176
+1,550
+16% +$143K 0.04% 287
2025
Q4 		$839K Sell
9,626
-2,698
-22% -$246K 0.03% 351
2025
Q3 		$1.17M Buy
12,324
+7,145
+138% +$667K 0.05% 227
2025
Q2 		$476K Sell
5,179
-6,604
-56% -$593K 0.03% 303
2025
Q1 		$1.08M Buy
+11,783
New +$1.02M 0.04% 262

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

Integrity Alliance's SO Position: Q1 2026 in Review

Integrity Alliance increased its Southern Company (SO) stake by 16% in Q1 2026, buying an estimated $143K and bringing the position to 11,176 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #287.

Integrity Alliance first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Integrity Alliance held 11,176 shares of Southern Company worth $1.08M as of Q1 2026.
  • Integrity Alliance bought 1,550 Southern Company shares in Q1 2026, an estimated $143K.
  • Southern Company made up 0.04% of Integrity Alliance's portfolio in Q1 2026, its #287 holding.
  • Integrity Alliance first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's Southern Company position peaked at $1.17M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.