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Jaffetilchin Investment Partners’s Southern Company SO Stock Holding History

Jaffetilchin Investment Partners’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 		$1.1M Sell
11,353
-359
-3% -$33.2K 0.07% 183
2025
Q4 		$1.02M Sell
11,712
-426
-4% -$38.9K 0.06% 187
2025
Q3 		$1.15M Sell
12,138
-122
-1% -$11.4K 0.07% 173
2025
Q2 		$1.13M Sell
12,260
-250
-2% -$22.5K 0.07% 168
2025
Q1 		$1.15M Buy
12,510
+800
+7% +$69.3K 0.08% 165
2024
Q4 		$964K Buy
11,710
+14
+0.1% +$1.23K 0.07% 169
2024
Q3 		$1.05M Sell
11,696
-142
-1% -$12.1K 0.08% 141
2024
Q2 		$918K Sell
11,838
-843
-7% -$63.9K 0.08% 141
2024
Q1 		$910K Sell
12,681
-585
-4% -$40.4K 0.08% 143
2023
Q4 		$930K Sell
13,266
-1,948
-13% -$134K 0.09% 137
2023
Q3 		$985K Sell
15,214
-1,109
-7% -$77K 0.11% 120
2023
Q2 		$1.15M Buy
16,323
+2,692
+20% +$193K 0.12% 113
2023
Q1 		$948K Sell
13,631
-1,061
-7% -$71.4K 0.11% 138
2022
Q4 		$1.05M Sell
14,692
-233
-2% -$15.6K 0.13% 124
2022
Q3 		$1.01M Buy
14,925
+842
+6% +$63.8K 0.13% 103
2022
Q2 		$1M Buy
14,083
+77
+0.5% +$5.65K 0.12% 116
2022
Q1 		$1.04M Buy
14,006
+1,075
+8% +$72.8K 0.12% 114
2021
Q4 		$887K Buy
12,931
+98
+0.8% +$6.25K 0.08% 150
2021
Q3 		$795K Sell
12,833
-1,340
-9% -$86.3K 0.08% 152
2021
Q2 		$859K Buy
14,173
+2,358
+20% +$151K 0.06% 195
2021
Q1 		$734K Buy
+11,815
New +$707K 0.09% 160
2016
Q2 		– Sell
-8,700
Closed -$450K – 245
2016
Q1 		$450K Buy
+8,700
New +$424K 0.14% 94

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

Jaffetilchin Investment Partners's SO Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Southern Company (SO) stake by 3.1% in Q1 2026, selling an estimated $33.2K and leaving 11,353 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #183.

Jaffetilchin Investment Partners first reported a position in SO in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.15M in Q1 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Jaffetilchin Investment Partners held 11,353 shares of Southern Company worth $1.1M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 359 Southern Company shares in Q1 2026, an estimated $33.2K.
  • Southern Company made up 0.07% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #183 holding.
  • Jaffetilchin Investment Partners first reported a position in Southern Company in Q1 2016 and has held it in 22 quarters since.
  • Jaffetilchin Investment Partners's Southern Company position peaked at $1.15M in Q1 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.