Networth Advisors’s Southern Company SO Stock Holding History

Networth 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	–	Sell	-45	Closed	-$3.92K	–	441
2025 Q4	$3.92K	Buy	+45	New	+$4.11K	﹤0.01%	213

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

Networth Advisors's SO Position: Q1 2026 in Review

Networth Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 45 shares — an estimated $3.92K sold.

Networth Advisors first reported a position in SO in Q4 2025 and held it in 1 quarter. The position peaked at $3.92K in Q4 2025. 2,349 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Networth Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Networth Advisors sold 45 Southern Company shares in Q1 2026, an estimated $3.92K.
Networth Advisors first reported a position in Southern Company in Q4 2025 and held it in 1 quarter.
Networth Advisors's Southern Company position peaked at $3.92K in Q4 2025.
2,349 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Networth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.