OneAscent Family Office’s Southern Company SO Stock Holding History

OneAscent Family Office’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	$375K	Sell	3,885 -824	-17%	-$76.2K	0.26%	94
2025 Q4	$411K	Buy	4,709 +28	+0.6%	+$2.56K	0.28%	90
2025 Q3	$444K	Sell	4,681 -48	-1%	-$4.48K	0.36%	73
2025 Q2	$434K	Sell	4,729 -4,391	-48%	-$394K	0.41%	57
2025 Q1	$838K	Buy	9,120 +4,750	+109%	+$411K	0.78%	37
2024 Q4	$360K	Buy	+4,370	New	+$383K	0.65%	37

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

OneAscent Family Office's SO Position: Q1 2026 in Review

OneAscent Family Office reduced its Southern Company (SO) stake by 17% in Q1 2026, selling an estimated $76.2K and leaving 3,885 shares worth $375K. The position accounts for 0.26% of the portfolio, ranked #94.

OneAscent Family Office first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $838K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

OneAscent Family Office held 3,885 shares of Southern Company worth $375K as of Q1 2026.
OneAscent Family Office sold 824 Southern Company shares in Q1 2026, an estimated $76.2K.
Southern Company made up 0.26% of OneAscent Family Office's portfolio in Q1 2026, its #94 holding.
OneAscent Family Office first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Southern Company position peaked at $838K in Q1 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.