Oak Family Advisors’s Southern Company SO Stock Holding History

Oak Family 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	-2,363	Closed	-$206K	–	129
2025 Q4	$206K	Hold	2,363	–	–	0.06%	99
2025 Q3	$224K	Sell	2,363 -25	-1%	-$2.33K	0.06%	99
2025 Q2	$219K	Hold	2,388	–	–	0.07%	90
2025 Q1	$220K	Buy	+2,388	New	+$207K	0.07%	84
2024 Q4	–	Sell	-2,428	Closed	-$219K	–	145
2024 Q3	$219K	Buy	+2,428	New	+$207K	0.07%	117
2024 Q2	–	Sell	-3,638	Closed	-$261K	–	135
2024 Q1	$261K	Hold	3,638	–	–	0.1%	103
2023 Q4	$255K	Hold	3,638	–	–	0.11%	103
2023 Q3	$235K	Sell	3,638 -300	-8%	-$20.8K	0.11%	95
2023 Q2	$277K	Buy	3,938 +225	+6%	+$16.1K	0.13%	98
2023 Q1	$258K	Sell	3,713 -500	-12%	-$33.7K	0.13%	96
2022 Q4	$301K	Hold	4,213	–	–	0.16%	91
2022 Q3	$286K	Buy	+4,213	New	+$319K	0.15%	94

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Oak Family Advisors's SO Position: Q1 2026 in Review

Oak Family Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,363 shares — an estimated $206K sold.

Oak Family Advisors first reported a position in SO in Q3 2022 and held it in 12 quarters. The position peaked at $301K in Q4 2022. 2,367 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Oak Family Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Oak Family Advisors sold 2,363 Southern Company shares in Q1 2026, an estimated $206K.
Oak Family Advisors first reported a position in Southern Company in Q3 2022 and held it in 12 quarters.
Oak Family Advisors's Southern Company position peaked at $301K in Q4 2022.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.