Pathway Financial Advisers’s Southern Company SO Stock Holding History

Pathway Financial Advisers’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	$4.35M	Buy	45,115 +1,246	+3%	+$115K	1.23%	24
2025 Q4	$3.83M	Sell	43,869 -61	-0.1%	-$5.57K	1.11%	30
2025 Q3	$4.15M	Sell	43,930 -3,511	-7%	-$328K	1.21%	25
2025 Q2	$4.36M	Buy	47,441 +578	+1%	+$51.9K	1.41%	18
2025 Q1	$4.31M	Sell	46,863 -3,322	-7%	-$288K	1.48%	19
2024 Q4	$4.13M	Sell	50,185 -922	-2%	-$80.9K	1.38%	17
2024 Q3	$4.61M	Sell	51,107 -4,900	-9%	-$419K	2.09%	10
2024 Q2	$4.34M	Sell	56,007 -584	-1%	-$44.3K	1.55%	14
2024 Q1	$4.06M	Sell	56,591 -1,219	-2%	-$84.1K	1.46%	16
2023 Q4	$4.05M	Sell	57,810 -664	-1%	-$45.6K	1.54%	14
2023 Q3	$3.78M	Buy	+58,474	New	+$4.06M	1.56%	13
2023 Q1	$4.05M	Buy	58,157 +1,307	+2%	+$88K	1.63%	14
2022 Q4	$4.06M	Buy	+56,850	New	+$3.8M	1.65%	12

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

Pathway Financial Advisers's SO Position: Q1 2026 in Review

Pathway Financial Advisers increased its Southern Company (SO) stake by 2.8% in Q1 2026, buying an estimated $115K and bringing the position to 45,115 shares worth $4.35M. The position accounts for 1.23% of the portfolio, ranked #24.

Pathway Financial Advisers first reported a position in SO in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.61M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Pathway Financial Advisers held 45,115 shares of Southern Company worth $4.35M as of Q1 2026.
Pathway Financial Advisers bought 1,246 Southern Company shares in Q1 2026, an estimated $115K.
Southern Company made up 1.23% of Pathway Financial Advisers's portfolio in Q1 2026, its #24 holding.
Pathway Financial Advisers first reported a position in Southern Company in Q4 2022 and has held it in 13 quarters since.
Pathway Financial Advisers's Southern Company position peaked at $4.61M in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.