MBA Advisors’s Southern Company SO Stock Holding History

MBA 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 Q3	–	Sell	-2,213	Closed	-$212K	–	178
2026 Q2	$212K	Hold	2,213	–	–	0.07%	161
2026 Q1	$214K	Buy	+2,213	New	+$205K	0.08%	141
2025 Q4	–	Sell	-2,222	Closed	-$211K	–	150
2025 Q3	$211K	Buy	2,222 +9	+0.4%	+$840	0.09%	136
2025 Q2	$203K	Hold	2,213	–	–	0.09%	132
2025 Q1	$203K	Buy	+2,213	New	+$192K	0.1%	130
2024 Q4	–	Sell	-2,426	Closed	-$219K	–	137
2024 Q3	$219K	Buy	+2,426	New	+$207K	0.11%	123
2024 Q1	–	Sell	-2,971	Closed	-$208K	–	131
2023 Q4	$208K	Buy	+2,971	New	+$204K	0.12%	120
2023 Q3	–	Sell	-2,971	Closed	-$209K	–	122
2023 Q2	$209K	Sell	2,971 -1,441	-33%	-$103K	0.12%	116
2023 Q1	$307K	Hold	4,412	–	–	0.19%	96
2022 Q4	$315K	Hold	4,412	–	–	0.21%	93
2022 Q3	$300K	Hold	4,412	–	–	0.22%	91
2022 Q2	$315K	Hold	4,412	–	–	0.22%	93
2022 Q1	$320K	Sell	4,412 -1,000	-18%	-$67.7K	0.2%	107
2021 Q4	$371K	Hold	5,412	–	–	0.23%	101
2021 Q3	$335K	Hold	5,412	–	–	0.25%	97
2021 Q2	$327K	Hold	5,412	–	–	0.15%	97
2021 Q1	$336K	Buy	+5,412	New	+$324K	0.18%	95

Other funds holding SO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MBA Advisors's SO Position: Q3 2026 in Review

MBA Advisors sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,213 shares — an estimated $212K sold.

MBA Advisors first reported a position in SO in Q1 2021 and held it in 17 quarters. The position peaked at $371K in Q4 2021. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

MBA Advisors reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
MBA Advisors sold 2,213 Southern Company shares in Q3 2026, an estimated $212K.
MBA Advisors first reported a position in Southern Company in Q1 2021 and held it in 17 quarters.
MBA Advisors's Southern Company position peaked at $371K in Q4 2021.
1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.