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Madden Securities’s Southern Company SO Stock Holding History

Madden Securities’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 		$340K Hold
3,525
– – 0.1% 95
2025
Q4 		$307K Sell
3,525
-50
-1% -$4.57K 0.09% 98
2025
Q3 		$339K Sell
3,575
-83
-2% -$7.75K 0.1% 94
2025
Q2 		$336K Sell
3,658
-3,092
-46% -$278K 0.11% 92
2025
Q1 		$621K Sell
6,750
-2,500
-27% -$216K 0.24% 76
2024
Q4 		$761K Sell
9,250
-46
-0.5% -$4.04K 0.3% 67
2024
Q3 		$838K Hold
9,296
– – 0.36% 61
2024
Q2 		$721K Hold
9,296
– – 0.32% 62
2024
Q1 		$667K Hold
9,296
– – 0.31% 64
2023
Q4 		$652K Sell
9,296
-100
-1% -$6.87K 0.35% 54
2023
Q3 		$608K Sell
9,396
-75
-0.8% -$5.21K 0.34% 52
2023
Q2 		$665K Sell
9,471
-2,700
-22% -$194K 0.34% 55
2023
Q1 		$847K Sell
12,171
-3,225
-21% -$217K 0.45% 46
2022
Q4 		$1.1M Sell
15,396
-50
-0.3% -$3.34K 0.58% 42
2022
Q3 		$1.05M Sell
15,446
-215
-1% -$16.3K 0.63% 42
2022
Q2 		$1.12M Sell
15,661
-235
-1% -$17.3K 0.61% 45
2022
Q1 		$1.15M Sell
15,896
-7,500
-32% -$508K 0.52% 48
2021
Q4 		$1.6M Sell
23,396
-50
-0.2% -$3.19K 0.75% 44
2021
Q3 		$1.45M Sell
23,446
-20
-0.1% -$1.29K 0.79% 43
2021
Q2 		$1.42M Buy
23,466
+3,450
+17% +$221K 0.74% 42
2021
Q1 		$1.24M Buy
20,016
+450
+2% +$26.9K 0.73% 40
2020
Q4 		$1.2M Sell
19,566
-1,010
-5% -$60.7K 0.77% 42
2020
Q3 		$1.12M Buy
20,576
+1,571
+8% +$84K 0.83% 34
2020
Q2 		$985K Buy
+19,005
New +$1.06M 0.88% 36
2019
Q4 		$1.35M Buy
+21,100
New +$1.31M 1.35% 20

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

Madden Securities's SO Position: Q1 2026 in Review

Madden Securities held its Southern Company (SO) position steady in Q1 2026 at 3,525 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #95.

Madden Securities first reported a position in SO in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.6M in Q4 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Madden Securities held 3,525 shares of Southern Company worth $340K as of Q1 2026.
  • Madden Securities left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.1% of Madden Securities's portfolio in Q1 2026, its #95 holding.
  • Madden Securities first reported a position in Southern Company in Q4 2019 and has held it in 25 quarters since.
  • Madden Securities's Southern Company position peaked at $1.6M in Q4 2021.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.