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PGIM Custom Harvest’s Southern Company SO Stock Holding History

PGIM Custom Harvest’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
-5,056
Closed -$441K – 282
2025
Q4 		$441K Buy
5,056
+471
+10% +$43K 0.01% 182
2025
Q3 		$435K Buy
4,585
+54
+1% +$5.04K 0.01% 174
2025
Q2 		$416K Sell
4,531
-20
-0.4% -$1.8K 0.01% 159
2025
Q1 		$418K Buy
4,551
+8
+0.2% +$693 0.01% 162
2024
Q4 		$374K Sell
4,543
-20
-0.4% -$1.75K 0.01% 185
2024
Q3 		$411K Buy
+4,563
New +$390K 0.01% 173

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PGIM Custom Harvest's SO Position: Q1 2026 in Review

PGIM Custom Harvest sold out of Southern Company (SO) in Q1 2026, closing a stake of 5,056 shares — an estimated $441K sold.

PGIM Custom Harvest first reported a position in SO in Q3 2024 and held it in 6 quarters. The position peaked at $441K in Q4 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • PGIM Custom Harvest reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • PGIM Custom Harvest sold 5,056 Southern Company shares in Q1 2026, an estimated $441K.
  • PGIM Custom Harvest first reported a position in Southern Company in Q3 2024 and held it in 6 quarters.
  • PGIM Custom Harvest's Southern Company position peaked at $441K in Q4 2025.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.