New Age Alpha Advisors’s Southern Company SO Stock Holding History

New Age Alpha 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	$4.26M	Buy	44,117 +36,266	+462%	+$3.35M	0.2%	147
2025 Q4	$685K	Sell	7,851 -4,519	-37%	-$413K	0.03%	444
2025 Q3	$1.17M	Sell	12,370 -203	-2%	-$19K	0.05%	398
2025 Q2	$1.15M	Sell	12,573 -2,343	-16%	-$210K	0.05%	402
2025 Q1	$1.37M	Sell	14,916 -17,053	-53%	-$1.48M	0.06%	381
2024 Q4	$2.63M	Buy	31,969 +31,776	+16,464%	+$2.79M	0.11%	269
2024 Q3	$17.4K	Buy	+193	New	+$16.5K	0.01%	110

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

New Age Alpha Advisors's SO Position: Q1 2026 in Review

New Age Alpha Advisors increased its Southern Company (SO) stake by 462% in Q1 2026, buying an estimated $3.35M and bringing the position to 44,117 shares worth $4.26M. The position accounts for 0.2% of the portfolio, ranked #147.

New Age Alpha Advisors first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

New Age Alpha Advisors held 44,117 shares of Southern Company worth $4.26M as of Q1 2026.
New Age Alpha Advisors bought 36,266 Southern Company shares in Q1 2026, an estimated $3.35M.
Southern Company made up 0.2% of New Age Alpha Advisors's portfolio in Q1 2026, its #147 holding.
New Age Alpha Advisors first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.