McMillan Office’s Southern Company SO Stock Holding History

McMillan Office’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	$270K	Hold	2,800	–	–	0.03%	165
2025 Q4	$244K	Buy	+2,800	New	+$256K	0.03%	166

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

McMillan Office's SO Position: Q1 2026 in Review

McMillan Office held its Southern Company (SO) position steady in Q1 2026 at 2,800 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #165.

McMillan Office first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

McMillan Office held 2,800 shares of Southern Company worth $270K as of Q1 2026.
McMillan Office left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.03% of McMillan Office's portfolio in Q1 2026, its #165 holding.
McMillan Office first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on McMillan Office's 13F filing for Q1 2026, filed 23 Apr 2026.