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Patrick M. Sweeney & Associates’s Southern Company SO Stock Holding History

Patrick M. Sweeney & Associates’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 		$228K Hold
2,363
– – 0.15% 154
2025
Q4 		$206K Buy
2,363
+70
+3% +$6.39K 0.13% 157
2025
Q3 		$217K Hold
2,293
– – 0.14% 152
2025
Q2 		$210K Hold
2,293
– – 0.14% 151
2025
Q1 		$211K Buy
+2,293
New +$198K 0.16% 143
2024
Q4 		– Sell
-2,293
Closed -$207K – 153
2024
Q3 		$207K Buy
+2,293
New +$196K 0.15% 149

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Patrick M. Sweeney & Associates's SO Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its Southern Company (SO) position steady in Q1 2026 at 2,363 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #154.

Patrick M. Sweeney & Associates first reported a position in SO in Q3 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Patrick M. Sweeney & Associates held 2,363 shares of Southern Company worth $228K as of Q1 2026.
  • Patrick M. Sweeney & Associates left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #154 holding.
  • Patrick M. Sweeney & Associates first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.