Ken Fisher
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Ken Fisher’s Southern Company SO Stock Holding History

Ken Fisher’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 		$11.8M Buy
122,639
+3,504
+3% +$324K ﹤0.01% 383
2025
Q4 		$10.4M Sell
119,135
-856
-0.7% -$78.1K ﹤0.01% 398
2025
Q3 		$11.4M Sell
119,991
-2,417
-2% -$226K ﹤0.01% 390
2025
Q2 		$11.2M Buy
122,408
+6,129
+5% +$550K ﹤0.01% 397
2025
Q1 		$10.7M Buy
116,279
+1,990
+2% +$172K ﹤0.01% 404
2024
Q4 		$9.41M Buy
114,289
+5,928
+5% +$520K ﹤0.01% 440
2024
Q3 		$9.77M Buy
108,361
+5,589
+5% +$477K ﹤0.01% 421
2024
Q2 		$7.97M Buy
102,772
+11,164
+12% +$846K ﹤0.01% 439
2024
Q1 		$6.57M Buy
91,608
+7,021
+8% +$485K ﹤0.01% 470
2023
Q4 		$5.93M Sell
84,587
-3,617
-4% -$248K ﹤0.01% 468
2023
Q3 		$5.71M Sell
88,204
-26,760
-23% -$1.86M ﹤0.01% 508
2023
Q2 		$8.08M Buy
114,964
+4,745
+4% +$340K ﹤0.01% 479
2023
Q1 		$7.67M Sell
110,219
-5,451
-5% -$367K ﹤0.01% 487
2022
Q4 		$8.26M Buy
115,670
+32,795
+40% +$2.19M 0.01% 469
2022
Q3 		$5.64M Sell
82,875
-2,734
-3% -$207K ﹤0.01% 456
2022
Q2 		$6.11M Sell
85,609
-80,850
-49% -$5.94M ﹤0.01% 403
2022
Q1 		$12.1M Buy
166,459
+8,422
+5% +$570K 0.01% 364
2021
Q4 		$10.8M Buy
158,037
+78,967
+100% +$5.03M 0.01% 382
2021
Q3 		$4.9M Sell
79,070
-578
-0.7% -$37.2K ﹤0.01% 437
2021
Q2 		$4.82M Buy
79,648
+3,191
+4% +$204K ﹤0.01% 437
2021
Q1 		$4.75M Sell
76,457
-2,632
-3% -$158K ﹤0.01% 436
2020
Q4 		$4.86M Buy
79,089
+12,839
+19% +$772K ﹤0.01% 418
2020
Q3 		$3.59M Buy
66,250
+6,140
+10% +$328K ﹤0.01% 419
2020
Q2 		$3.12M Buy
60,110
+49,374
+460% +$2.74M ﹤0.01% 432
2020
Q1 		$581K Sell
10,736
-5,017
-32% -$318K ﹤0.01% 603
2019
Q4 		$1M Buy
15,753
+4,690
+42% +$291K ﹤0.01% 584
2019
Q3 		$683K Buy
11,063
+1,774
+19% +$103K ﹤0.01% 649
2019
Q2 		$514K Buy
9,289
+3,832
+70% +$205K ﹤0.01% 667
2019
Q1 		$282K Sell
5,457
-1,955
-26% -$95.8K ﹤0.01% 719
2018
Q4 		$326K Sell
7,412
-2,170
-23% -$98.6K ﹤0.01% 711
2018
Q3 		$418K Buy
9,582
+687
+8% +$31.7K ﹤0.01% 675
2018
Q2 		$412K Buy
8,895
+2,555
+40% +$114K ﹤0.01% 660
2018
Q1 		$283K Sell
6,340
-332
-5% -$14.7K ﹤0.01% 689
2017
Q4 		$321K Sell
6,672
-316
-5% -$16.1K ﹤0.01% 721
2017
Q3 		$343K Buy
6,988
+1,895
+37% +$91.9K ﹤0.01% 664
2017
Q2 		$244K Sell
5,093
-2,499
-33% -$125K ﹤0.01% 682
2017
Q1 		$378K Sell
7,592
-383
-5% -$18.9K ﹤0.01% 594
2016
Q4 		$392K Sell
7,975
-1,657
-17% -$81.4K ﹤0.01% 594
2016
Q3 		$494K Buy
9,632
+1,435
+18% +$75.6K ﹤0.01% 569
2016
Q2 		$441K Sell
8,197
-1,453
-15% -$73.1K ﹤0.01% 574
2016
Q1 		$489K Sell
9,650
-5,202
-35% -$253K ﹤0.01% 566
2015
Q4 		$695K Buy
14,852
+4,866
+49% +$221K ﹤0.01% 543
2015
Q3 		$446K Buy
9,986
+1,030
+12% +$45.2K ﹤0.01% 559
2015
Q2 		$375K Buy
8,956
+1,638
+22% +$71.4K ﹤0.01% 483
2015
Q1 		$324K Sell
7,318
-852
-10% -$40.5K ﹤0.01% 486
2014
Q4 		$401K Buy
+8,170
New +$386K ﹤0.01% 478
2014
Q3 		– Sell
-8,899
Closed -$404K – 565
2014
Q2 		$404K Buy
8,899
+2,277
+34% +$101K ﹤0.01% 455
2014
Q1 		$291K Buy
6,622
+725
+12% +$30.4K ﹤0.01% 449
2013
Q4 		$242K Sell
5,897
-3,257
-36% -$134K ﹤0.01% 458
2013
Q3 		$377K Buy
9,154
+1,531
+20% +$65.9K ﹤0.01% 411
2013
Q2 		$336K Buy
+7,623
New +$351K ﹤0.01% 414

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

Ken Fisher's SO Position: Q1 2026 in Review

Ken Fisher increased its Southern Company (SO) stake by 2.9% in Q1 2026, buying an estimated $324K and bringing the position to 122,639 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Ken Fisher first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.1M in Q1 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ken Fisher held 122,639 shares of Southern Company worth $11.8M as of Q1 2026.
  • Ken Fisher bought 3,504 Southern Company shares in Q1 2026, an estimated $324K.
  • Southern Company made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #383 holding.
  • Ken Fisher first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • Ken Fisher's Southern Company position peaked at $12.1M in Q1 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.