Journey Advisory Group’s Southern Company SO Stock Holding History

Journey Advisory Group’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	$860K	Buy	8,906 +58	+0.7%	+$5.37K	0.07%	153
2025 Q4	$772K	Sell	8,848 -950	-10%	-$86.7K	0.06%	167
2025 Q3	$929K	Hold	9,798	–	–	0.07%	156
2025 Q2	$900K	Sell	9,798 -35	-0.4%	-$3.14K	0.07%	170
2025 Q1	$904K	Sell	9,833 -200	-2%	-$17.3K	0.07%	157
2024 Q4	$778K	Hold	10,033	–	–	0.09%	121
2024 Q3	$778K	Hold	10,033	–	–	0.09%	121
2024 Q2	$778K	Hold	10,033	–	–	0.09%	121
2024 Q1	$720K	Hold	10,033	–	–	0.09%	132
2023 Q4	$704K	Sell	10,033 -25	-0.2%	-$1.72K	0.1%	125
2023 Q3	$651K	Hold	10,058	–	–	0.1%	129
2023 Q2	$707K	Buy	10,058 +300	+3%	+$21.5K	0.11%	128
2023 Q1	$679K	Buy	9,758 +232	+2%	+$15.6K	0.11%	134
2022 Q4	$680K	Buy	9,526 +5,921	+164%	+$396K	0.17%	115
2022 Q3	$245K	Sell	3,605 -1,500	-29%	-$114K	0.06%	206
2022 Q2	$391K	Buy	5,105 +882	+21%	+$64.8K	0.09%	176
2022 Q1	$306K	Buy	+4,223	New	+$286K	0.08%	184

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

Journey Advisory Group's SO Position: Q1 2026 in Review

Journey Advisory Group increased its Southern Company (SO) stake by 0.66% in Q1 2026, buying an estimated $5.37K and bringing the position to 8,906 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #153.

Journey Advisory Group first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $929K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Journey Advisory Group held 8,906 shares of Southern Company worth $860K as of Q1 2026.
Journey Advisory Group bought 58 Southern Company shares in Q1 2026, an estimated $5.37K.
Southern Company made up 0.07% of Journey Advisory Group's portfolio in Q1 2026, its #153 holding.
Journey Advisory Group first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
Journey Advisory Group's Southern Company position peaked at $929K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.