Meeder Advisory Services’s Southern Company SO Stock Holding History

Meeder Advisory Services’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	$2.52M	Buy	26,093 +368	+1%	+$34K	0.11%	137
2025 Q4	$2.24M	Sell	25,725 -2,619	-9%	-$239K	0.1%	146
2025 Q3	$2.69M	Buy	28,344 +3,454	+14%	+$322K	0.12%	119
2025 Q2	$2.29M	Buy	24,890 +2,417	+11%	+$217K	0.12%	135
2025 Q1	$2.07M	Buy	22,473 +2,708	+14%	+$234K	0.12%	137
2024 Q4	$1.63M	Sell	19,765 -471	-2%	-$41.3K	0.1%	152
2024 Q3	$1.82M	Buy	20,236 +300	+2%	+$25.6K	0.12%	141
2024 Q2	$1.55M	Buy	19,936 +5,036	+34%	+$382K	0.11%	157
2024 Q1	$1.07M	Sell	14,900 -1,191	-7%	-$82.2K	0.11%	162
2023 Q4	$1.13M	Buy	16,091 +2,097	+15%	+$144K	0.13%	136
2023 Q3	$906K	Sell	13,994 -2,113	-13%	-$147K	0.11%	152
2023 Q2	$1.13M	Buy	16,107 +1,743	+12%	+$125K	0.12%	143
2023 Q1	$999K	Sell	14,364 -2,033	-12%	-$137K	0.12%	153
2022 Q4	$1.17M	Buy	+16,397	New	+$1.1M	0.15%	129

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

Meeder Advisory Services's SO Position: Q1 2026 in Review

Meeder Advisory Services increased its Southern Company (SO) stake by 1.4% in Q1 2026, buying an estimated $34K and bringing the position to 26,093 shares worth $2.52M. The position accounts for 0.11% of the portfolio, ranked #137.

Meeder Advisory Services first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.69M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Meeder Advisory Services held 26,093 shares of Southern Company worth $2.52M as of Q1 2026.
Meeder Advisory Services bought 368 Southern Company shares in Q1 2026, an estimated $34K.
Southern Company made up 0.11% of Meeder Advisory Services's portfolio in Q1 2026, its #137 holding.
Meeder Advisory Services first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Southern Company position peaked at $2.69M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.