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MSH Capital Advisors’s Southern Company SO Stock Holding History

MSH Capital 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 		$2.08M Buy
21,553
+71
+0.3% +$6.57K 0.44% 63
2025
Q4 		$1.87M Buy
21,482
+146
+0.7% +$13.3K 0.4% 70
2025
Q3 		$2.02M Hold
21,336
– – 0.54% 55
2025
Q2 		$1.96M Buy
21,336
+300
+1% +$26.9K 0.56% 51
2025
Q1 		$1.93M Buy
21,036
+785
+4% +$68K 0.6% 48
2024
Q4 		$1.67M Buy
20,251
+750
+4% +$65.8K 0.52% 55
2024
Q3 		$1.76M Hold
19,501
– – 0.54% 61
2024
Q2 		$1.51M Buy
19,501
+315
+2% +$23.9K 0.51% 63
2024
Q1 		$1.38M Sell
19,186
-436
-2% -$30.1K 0.48% 65
2023
Q4 		$1.38M Sell
19,622
-154
-0.8% -$10.6K 0.51% 63
2023
Q3 		$1.28M Sell
19,776
-742
-4% -$51.5K 0.5% 65
2023
Q2 		$1.44M Buy
20,518
+210
+1% +$15.1K 0.53% 66
2023
Q1 		$1.41M Sell
20,308
-216
-1% -$14.5K 0.6% 61
2022
Q4 		$1.47M Buy
20,524
+389
+2% +$26K 0.66% 52
2022
Q3 		$1.37M Sell
20,135
-419
-2% -$31.7K 0.67% 53
2022
Q2 		$1.47M Buy
20,554
+677
+3% +$49.7K 0.68% 49
2022
Q1 		$1.44M Buy
19,877
+1,327
+7% +$89.9K 0.59% 56
2021
Q4 		$1.27M Buy
+18,550
New +$1.18M 0.57% 59

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

MSH Capital Advisors's SO Position: Q1 2026 in Review

MSH Capital Advisors increased its Southern Company (SO) stake by 0.33% in Q1 2026, buying an estimated $6.57K and bringing the position to 21,553 shares worth $2.08M. The position accounts for 0.44% of the portfolio, ranked #63.

MSH Capital Advisors first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • MSH Capital Advisors held 21,553 shares of Southern Company worth $2.08M as of Q1 2026.
  • MSH Capital Advisors bought 71 Southern Company shares in Q1 2026, an estimated $6.57K.
  • Southern Company made up 0.44% of MSH Capital Advisors's portfolio in Q1 2026, its #63 holding.
  • MSH Capital Advisors first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.