Pin Oak Investment Advisors’s Southern Company SO Stock Holding History

Pin Oak Investment Advisors’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	$29K	Hold	300	–	–	0.02%	264
2025 Q4	$27K	Hold	300	–	–	0.02%	278
2025 Q3	$28.4K	Hold	300	–	–	0.02%	269
2025 Q2	$27K	Hold	300	–	–	0.02%	249
2025 Q1	$27K	Hold	300	–	–	0.02%	241
2024 Q4	$27K	Hold	300	–	–	0.02%	241
2024 Q3	$27K	Hold	300	–	–	0.02%	243
2024 Q2	$23K	Hold	300	–	–	0.02%	247
2024 Q1	$22K	Hold	300	–	–	0.02%	254
2023 Q4	$21K	Buy	+300	New	+$20.6K	0.02%	262
2023 Q2	–	Sell	-300	Closed	-$21K	–	480
2023 Q1	$21K	Hold	300	–	–	0.03%	234
2022 Q4	$21K	Buy	+300	New	+$20.1K	0.03%	223
2021 Q4	–	Sell	-2,000	Closed	-$50K	–	432
2021 Q3	$50K	Hold	2,000	–	–	0.06%	162
2021 Q2	$51K	Hold	2,000	–	–	0.05%	159
2021 Q1	$51K	Hold	2,000	–	–	0.04%	170
2020 Q4	$54K	Sell	2,000 -325	-14%	-$19.5K	0.04%	179
2020 Q3	$69K	Hold	2,325	–	–	0.07%	148
2020 Q2	$67K	Sell	2,325 -160	-6%	-$8.89K	0.06%	151
2020 Q1	$75K	Hold	2,485	–	–	0.08%	148
2019 Q4	$84K	Hold	2,485	–	–	0.07%	150
2019 Q3	$84K	Buy	2,485 +1,925	+344%	+$112K	0.07%	155
2019 Q2	$31K	Sell	560 -2,000	-78%	-$107K	0.02%	235
2019 Q1	$79K	Buy	2,560 +2,000	+357%	+$98K	0.06%	162
2018 Q4	$25K	Sell	560 -408	-42%	-$18.5K	0.02%	225
2018 Q3	$42K	Buy	968 +405	+72%	+$18.7K	0.03%	204
2018 Q2	$26K	Buy	563 +1	+0.2%	+$45	0.02%	246
2018 Q1	$25K	Buy	562 +174	+45%	+$7.72K	0.02%	249
2017 Q4	$19K	Buy	+388	New	+$19.8K	0.01%	282

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

Pin Oak Investment Advisors's SO Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Southern Company (SO) position steady in Q1 2026 at 300 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #264.

Pin Oak Investment Advisors first reported a position in SO in Q4 2017 and has held it in 28 quarters since. The position peaked at $84K in Q4 2019. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Pin Oak Investment Advisors held 300 shares of Southern Company worth $29K as of Q1 2026.
Pin Oak Investment Advisors left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.02% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #264 holding.
Pin Oak Investment Advisors first reported a position in Southern Company in Q4 2017 and has held it in 28 quarters since.
Pin Oak Investment Advisors's Southern Company position peaked at $84K in Q4 2019.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.