New England Capital Financial Advisors’s Southern Company SO Stock Holding History

New England Capital Financial 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	$22.7K	Buy	235 +2	+0.9%	+$185	0.01%	183
2025 Q4	$20.3K	Buy	233 +1	+0.4%	+$91	0.01%	191
2025 Q3	$21.9K	Buy	232 +2	+0.9%	+$187	0.01%	183
2025 Q2	$21.1K	Buy	230 +2	+0.9%	+$180	0.01%	175
2025 Q1	$21K	Buy	228 +1	+0.4%	+$87	0.01%	176
2024 Q4	$18.7K	Buy	227 +2	+0.9%	+$175	0.01%	183
2024 Q3	$20.3K	Buy	225 +1	+0.4%	+$85	0.01%	176
2024 Q2	$17.4K	Buy	224 +2	+0.9%	+$152	0.01%	192
2024 Q1	$15.9K	Buy	222 +2	+0.9%	+$138	0.01%	194
2023 Q4	$15.4K	Buy	220 +2	+0.9%	+$137	0.01%	199
2023 Q3	$14.1K	Buy	218 +36	+20%	+$2.5K	0.01%	201
2023 Q2	$12.8K	Buy	182 +1	+0.6%	+$72	0.01%	210
2023 Q1	$12.6K	Buy	181 +2	+1%	+$135	0.01%	232
2022 Q4	$12K	Buy	+179	New	+$12K	0.01%	239

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 England Capital Financial Advisors's SO Position: Q1 2026 in Review

New England Capital Financial Advisors increased its Southern Company (SO) stake by 0.86% in Q1 2026, buying an estimated $185 and bringing the position to 235 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #183.

New England Capital Financial Advisors first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

New England Capital Financial Advisors held 235 shares of Southern Company worth $22.7K as of Q1 2026.
New England Capital Financial Advisors bought 2 Southern Company shares in Q1 2026, an estimated $185.
Southern Company made up 0.01% of New England Capital Financial Advisors's portfolio in Q1 2026, its #183 holding.
New England Capital Financial Advisors first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.