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 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	$327	Hold	5,412	–	–	0.15%	97
2021 Q1	$336	Buy	+5,412	New	+$324K	0.18%	95

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MBA Advisors's SO Position: Q1 2026 in Review

MBA Advisors opened a new position in Southern Company (SO) in Q1 2026: 2,213 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #141 among its holdings. This is a return to the name: MBA Advisors previously reported a position in SO as recently as Q3 2025.

MBA Advisors first reported a position in SO in Q1 2021 and has held it in 16 quarters since. The position peaked at $371K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

MBA Advisors held 2,213 shares of Southern Company worth $214K as of Q1 2026.
Southern Company was a new MBA Advisors position in Q1 2026.
Southern Company made up 0.08% of MBA Advisors's portfolio in Q1 2026, its #141 holding.
MBA Advisors first reported a position in Southern Company in Q1 2021 and has held it in 16 quarters since.
MBA Advisors's Southern Company position peaked at $371K in Q4 2021.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.