Investor's Fiduciary Advisor Network’s Southern Company SO Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.68M	Buy	17,370 +1,660	+11%	+$154K	0.51%	52
2025 Q4	$1.37M	Buy	15,710 +281	+2%	+$25.7K	0.29%	82
2025 Q3	$1.46M	Sell	15,429 -166	-1%	-$15.5K	0.5%	51
2025 Q2	$1.43M	Sell	15,595 -126	-0.8%	-$11.3K	0.53%	51
2025 Q1	$1.45M	Sell	15,721 -530	-3%	-$45.9K	0.68%	44
2024 Q4	$1.34M	Buy	+16,251	New	+$1.43M	0.51%	54

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

Investor's Fiduciary Advisor Network's SO Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Southern Company (SO) stake by 11% in Q1 2026, buying an estimated $154K and bringing the position to 17,370 shares worth $1.68M. The position accounts for 0.51% of the portfolio, ranked #52.

Investor's Fiduciary Advisor Network first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Investor's Fiduciary Advisor Network held 17,370 shares of Southern Company worth $1.68M as of Q1 2026.
Investor's Fiduciary Advisor Network bought 1,660 Southern Company shares in Q1 2026, an estimated $154K.
Southern Company made up 0.51% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #52 holding.
Investor's Fiduciary Advisor Network first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.