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Magnolia Capital Advisors’s Southern Company SO Stock Holding History

Magnolia Capital Advisors’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 		$1.23M Buy
12,760
+2,170
+20% +$201K 0.24% 106
2025
Q4 		$923K Sell
10,590
-935
-8% -$85.4K 0.19% 126
2025
Q3 		$1.09M Sell
11,525
-2
-0% -$187 0.29% 95
2025
Q2 		$1.06M Buy
11,527
+211
+2% +$19K 0.27% 99
2025
Q1 		$1.04M Sell
11,316
-192
-2% -$16.6K 0.28% 94
2024
Q4 		$947K Buy
+11,508
New +$1.01M 0.25% 106
2023
Q2 		– Sell
-12,721
Closed -$885K – 147
2023
Q1 		$885K Sell
12,721
-38
-0.3% -$2.56K 0.46% 60
2022
Q4 		$911K Buy
12,759
+26
+0.2% +$1.74K 0.61% 53
2022
Q3 		$866K Sell
12,733
-282
-2% -$21.4K 0.73% 46
2022
Q2 		$928K Sell
13,015
-163
-1% -$12K 0.84% 44
2022
Q1 		$956K Sell
13,178
-23
-0.2% -$1.56K 0.38% 77
2021
Q4 		$905K Buy
13,201
+1,154
+10% +$73.6K 0.27% 77
2021
Q3 		$747K Sell
12,047
-1,329
-10% -$85.6K 0.26% 83
2021
Q2 		$809K Buy
+13,376
New +$855K 0.36% 59
2021
Q1 		– Sell
-12,979
Closed -$797K – 123
2020
Q4 		$797K Buy
12,979
+35
+0.3% +$2.1K 0.51% 39
2020
Q3 		$702K Buy
12,944
+29
+0.2% +$1.55K 0.55% 36
2020
Q2 		$670K Sell
12,915
-573
-4% -$31.9K 0.86% 26
2020
Q1 		$730K Sell
13,488
-5,356
-28% -$339K 1.41% 19
2019
Q4 		$1.2M Buy
+18,844
New +$1.17M 1.15% 21

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

Magnolia Capital Advisors's SO Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Southern Company (SO) stake by 20% in Q1 2026, buying an estimated $201K and bringing the position to 12,760 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #106.

Magnolia Capital Advisors first reported a position in SO in Q4 2019 and has held it in 19 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Magnolia Capital Advisors held 12,760 shares of Southern Company worth $1.23M as of Q1 2026.
  • Magnolia Capital Advisors bought 2,170 Southern Company shares in Q1 2026, an estimated $201K.
  • Southern Company made up 0.24% of Magnolia Capital Advisors's portfolio in Q1 2026, its #106 holding.
  • Magnolia Capital Advisors first reported a position in Southern Company in Q4 2019 and has held it in 19 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.