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Phoenix Financial’s Southern Company SO Stock Holding History

Phoenix Financial’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 		$712K Sell
7,379
-3,001
-29% -$278K 0.01% 264
2025
Q4 		$904K Buy
10,380
+6,982
+205% +$637K 0.01% 239
2025
Q3 		$322K Hold
3,398
– – ﹤0.01% 373
2025
Q2 		$312K Sell
3,398
-1,174
-26% -$105K ﹤0.01% 337
2025
Q1 		$422K Buy
+4,572
New +$396K 0.01% 266

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Phoenix Financial's SO Position: Q1 2026 in Review

Phoenix Financial reduced its Southern Company (SO) stake by 29% in Q1 2026, selling an estimated $278K and leaving 7,379 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #264.

Phoenix Financial first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $904K in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Phoenix Financial held 7,379 shares of Southern Company worth $712K as of Q1 2026.
  • Phoenix Financial sold 3,001 Southern Company shares in Q1 2026, an estimated $278K.
  • Southern Company made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #264 holding.
  • Phoenix Financial first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Southern Company position peaked at $904K in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.