Ogorek Anthony Joseph’s Southern Company SO Stock Holding History

Ogorek Anthony Joseph’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	$6K	Buy	65 +9	+16%	+$833	﹤0.01%	472
2025 Q4	$4K	Sell	56 -47	-46%	-$4.29K	﹤0.01%	515
2025 Q3	$9K	Buy	103 +4	+4%	+$373	﹤0.01%	413
2025 Q2	$9K	Hold	99	–	–	﹤0.01%	402
2025 Q1	$9K	Buy	+99	New	+$8.57K	﹤0.01%	391

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

Ogorek Anthony Joseph's SO Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its Southern Company (SO) stake by 16% in Q1 2026, buying an estimated $833 and bringing the position to 65 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Ogorek Anthony Joseph first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $9K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Ogorek Anthony Joseph held 65 shares of Southern Company worth $6K as of Q1 2026.
Ogorek Anthony Joseph bought 9 Southern Company shares in Q1 2026, an estimated $833.
Southern Company made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #472 holding.
Ogorek Anthony Joseph first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
Ogorek Anthony Joseph's Southern Company position peaked at $9K in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.