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Medallion Wealth Advisors’s Southern Company SO Stock Holding History

Medallion Wealth 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 		$154K Sell
1,597
-106
-6% -$9.81K 0.05% 286
2025
Q4 		$149K Hold
1,703
– – 0.05% 284
2025
Q3 		$161K Hold
1,703
– – 0.06% 261
2025
Q2 		$156K Hold
1,703
– – 0.06% 259
2025
Q1 		$157K Hold
1,703
– – 0.07% 236
2024
Q4 		$154K Buy
+1,703
New +$149K 0.08% 218

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

Medallion Wealth Advisors's SO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Southern Company (SO) stake by 6.2% in Q1 2026, selling an estimated $9.81K and leaving 1,597 shares worth $154K. The position accounts for 0.05% of the portfolio, ranked #286.

Medallion Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $161K in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Medallion Wealth Advisors held 1,597 shares of Southern Company worth $154K as of Q1 2026.
  • Medallion Wealth Advisors sold 106 Southern Company shares in Q1 2026, an estimated $9.81K.
  • Southern Company made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #286 holding.
  • Medallion Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Southern Company position peaked at $161K in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.