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NewEdge Advisors’s Southern Company SO Stock Holding History

NewEdge 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 		$100M Sell
1,039,273
-126,421
-11% -$11.7M 0.36% 48
2025
Q4 		$102M Buy
1,165,694
+930,945
+397% +$85M 0.37% 49
2025
Q3 		$22.2M Buy
234,749
+26,361
+13% +$2.46M 0.1% 203
2025
Q2 		$19.1M Sell
208,388
-2,942
-1% -$264K 0.1% 214
2025
Q1 		$19.4M Sell
211,330
-18,575
-8% -$1.61M 0.12% 186
2024
Q4 		$18.9M Buy
229,905
+11,384
+5% +$999K 0.11% 182
2024
Q3 		$19.7M Buy
218,521
+5,108
+2% +$436K 0.13% 173
2024
Q2 		$16.6M Buy
213,413
+12,556
+6% +$952K 0.12% 176
2024
Q1 		$14.4M Sell
200,857
-305,129
-60% -$21.1M 0.13% 168
2023
Q4 		$35.4M Buy
505,986
+395,740
+359% +$27.2M 0.34% 72
2023
Q3 		$7.14M Buy
110,246
+29,212
+36% +$2.03M 0.08% 248
2023
Q2 		$5.69M Buy
81,034
+8,227
+11% +$590K 0.06% 292
2023
Q1 		$5.11M Sell
72,807
-1,682
-2% -$113K 0.06% 300
2022
Q4 		$2.41M Buy
74,489
+16,398
+28% +$1.1M 0.07% 303
2022
Q3 		$3.95M Sell
58,091
-3,823
-6% -$290K 0.06% 276
2022
Q2 		$4.41M Buy
61,914
+11,989
+24% +$880K 0.07% 259
2022
Q1 		$3.62M Buy
49,925
+221
+0.4% +$15K 0.06% 307
2021
Q4 		$3.41M Buy
49,704
+16,457
+49% +$1.05M 0.05% 314
2021
Q3 		$2.06M Buy
33,247
+2,428
+8% +$156K 0.05% 315
2021
Q2 		$1.86M Buy
30,819
+840
+3% +$53.7K 0.05% 328
2021
Q1 		$1.86M Sell
29,979
-4,203
-12% -$252K 0.06% 298
2020
Q4 		$2.1M Buy
34,182
+693
+2% +$41.7K 0.07% 246
2020
Q3 		$1.82M Sell
33,489
-32,897
-50% -$1.76M 0.06% 261
2020
Q2 		$3.44M Sell
66,386
-172
-0.3% -$9.56K 0.13% 151
2020
Q1 		$3.6M Sell
66,558
-6,643
-9% -$421K 0.17% 126
2019
Q4 		$4.66M Buy
73,201
+18,818
+35% +$1.17M 0.19% 127
2019
Q3 		$3.34M Buy
54,383
+30,344
+126% +$1.76M 0.15% 150
2019
Q2 		$1.33M Buy
24,039
+1,343
+6% +$71.9K 0.08% 238
2019
Q1 		$1.17M Buy
22,696
+582
+3% +$28.5K 0.08% 252
2018
Q4 		$971 Buy
22,114
+2,673
+14% +$122K 0.06% 261
2018
Q3 		$848K Buy
19,441
+6,786
+54% +$313K 0.07% 259
2018
Q2 		$594 Buy
12,655
+3,166
+33% +$142K 0.05% 281
2018
Q1 		$420K Sell
9,489
-18,403
-66% -$817K 0.05% 296
2017
Q4 		$1.32M Sell
27,892
-583
-2% -$29.7K 0.18% 139
2017
Q3 		$1.41M Sell
28,475
-3,386
-11% -$164K 0.22% 114
2017
Q2 		$1.51M Buy
31,861
+612
+2% +$30.7K 0.26% 90
2017
Q1 		$1.58M Buy
31,249
+4,599
+17% +$227K 0.36% 73
2016
Q4 		$1.29M Buy
26,650
+2,850
+12% +$140K 0.36% 68
2016
Q3 		$1.22M Buy
23,800
+6,017
+34% +$317K 0.39% 64
2016
Q2 		$947K Buy
+17,783
New +$894K 0.39% 61
2015
Q3 		– Sell
-20,896
Closed -$876K – 62
2015
Q2 		$876K Buy
+20,896
New +$910K 0.74% 36

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

NewEdge Advisors's SO Position: Q1 2026 in Review

NewEdge Advisors reduced its Southern Company (SO) stake by 11% in Q1 2026, selling an estimated $11.7M and leaving 1,039,273 shares worth $100M. The position accounts for 0.36% of the portfolio, ranked #48.

NewEdge Advisors first reported a position in SO in Q2 2015 and has held it in 41 quarters since. The position peaked at $102M in Q4 2025. 2,354 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • NewEdge Advisors held 1,039,273 shares of Southern Company worth $100M as of Q1 2026.
  • NewEdge Advisors sold 126,421 Southern Company shares in Q1 2026, an estimated $11.7M.
  • Southern Company made up 0.36% of NewEdge Advisors's portfolio in Q1 2026, its #48 holding.
  • NewEdge Advisors first reported a position in Southern Company in Q2 2015 and has held it in 41 quarters since.
  • NewEdge Advisors's Southern Company position peaked at $102M in Q4 2025.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.