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JT Stratford LLC’s Southern Company SO Stock Holding History

JT Stratford LLC’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 		$818K Buy
8,472
+12
+0.1% +$1.11K 0.1% 171
2025
Q4 		$738K Buy
8,460
+64
+0.8% +$5.84K 0.09% 173
2025
Q3 		$796K Sell
8,396
-367
-4% -$34.3K 0.11% 167
2025
Q2 		$805K Buy
8,763
+163
+2% +$14.6K 0.12% 159
2025
Q1 		$791K Sell
8,600
-384
-4% -$33.2K 0.14% 155
2024
Q4 		$740K Sell
8,984
-174
-2% -$15.3K 0.12% 165
2024
Q3 		$826K Buy
9,158
+1,511
+20% +$129K 0.14% 157
2024
Q2 		$593K Sell
7,647
-907
-11% -$68.7K 0.11% 176
2024
Q1 		$614K Sell
8,554
-1,126
-12% -$77.7K 0.12% 176
2023
Q4 		$679K Sell
9,680
-387
-4% -$26.6K 0.16% 153
2023
Q3 		$652K Buy
10,067
+1,963
+24% +$136K 0.17% 142
2023
Q2 		$569K Buy
8,104
+476
+6% +$34.1K 0.15% 153
2023
Q1 		$531K Buy
7,628
+2,235
+41% +$150K 0.15% 142
2022
Q4 		$385K Buy
5,393
+569
+12% +$38K 0.12% 160
2022
Q3 		$328K Sell
4,824
-192
-4% -$14.5K 0.12% 144
2022
Q2 		$358K Sell
5,016
-455
-8% -$33.4K 0.11% 156
2022
Q1 		$397K Sell
5,471
-153
-3% -$10.4K 0.12% 146
2021
Q4 		$386K Sell
5,624
-16
-0.3% -$1.02K 0.11% 154
2021
Q3 		$350K Sell
5,640
-17,201
-75% -$1.11M 0.11% 158
2021
Q2 		$1.38M Sell
22,841
-806
-3% -$51.5K 0.44% 63
2021
Q1 		$1.47M Sell
23,647
-6,649
-22% -$398K 0.52% 55
2020
Q4 		$1.86M Buy
30,296
+629
+2% +$37.8K 0.7% 36
2020
Q3 		$1.61M Sell
29,667
-4,341
-13% -$232K 0.69% 39
2020
Q2 		$1.76M Buy
34,008
+2,040
+6% +$113K 0.91% 34
2020
Q1 		$1.73M Buy
31,968
+19,485
+156% +$1.23M 1.06% 23
2019
Q4 		$795K Sell
12,483
-3,933
-24% -$244K 0.36% 76
2019
Q3 		$1.01M Buy
16,416
+2,545
+18% +$148K 0.57% 53
2019
Q2 		$767K Buy
13,871
+4,763
+52% +$255K 0.43% 60
2019
Q1 		$471K Buy
+9,108
New +$446K 0.27% 77

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

JT Stratford LLC's SO Position: Q1 2026 in Review

JT Stratford LLC increased its Southern Company (SO) stake by 0.14% in Q1 2026, buying an estimated $1.11K and bringing the position to 8,472 shares worth $818K. The position accounts for 0.1% of the portfolio, ranked #171.

JT Stratford LLC first reported a position in SO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.86M in Q4 2020. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • JT Stratford LLC held 8,472 shares of Southern Company worth $818K as of Q1 2026.
  • JT Stratford LLC bought 12 Southern Company shares in Q1 2026, an estimated $1.11K.
  • Southern Company made up 0.1% of JT Stratford LLC's portfolio in Q1 2026, its #171 holding.
  • JT Stratford LLC first reported a position in Southern Company in Q1 2019 and has held it in 29 quarters since.
  • JT Stratford LLC's Southern Company position peaked at $1.86M in Q4 2020.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.