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Longbow Finance’s Southern Company SO Stock Holding History

Longbow Finance’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 		$4.94M Hold
51,158
– – 0.89% 42
2025
Q4 		$4.46M Sell
51,158
-22,366
-30% -$2.04M 0.76% 52
2025
Q3 		$6.97M Hold
73,524
– – 0.69% 58
2025
Q2 		$6.75M Buy
+73,524
New +$6.6M 0.72% 57

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

Longbow Finance's SO Position: Q1 2026 in Review

Longbow Finance held its Southern Company (SO) position steady in Q1 2026 at 51,158 shares worth $4.94M. The position accounts for 0.89% of the portfolio, ranked #42.

Longbow Finance first reported a position in SO in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.97M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Longbow Finance held 51,158 shares of Southern Company worth $4.94M as of Q1 2026.
  • Longbow Finance left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.89% of Longbow Finance's portfolio in Q1 2026, its #42 holding.
  • Longbow Finance first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • Longbow Finance's Southern Company position peaked at $6.97M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.