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Pinion Investment Advisors’s Southern Company SO Stock Holding History

Pinion 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 		$869K Sell
9,001
-564
-6% -$52.2K 0.2% 79
2025
Q4 		$834K Buy
9,565
+1,230
+15% +$112K 0.2% 75
2025
Q3 		$799K Buy
8,335
+567
+7% +$52.9K 0.22% 84
2025
Q2 		$713K Buy
7,768
+78
+1% +$7.01K 0.25% 75
2025
Q1 		$707K Buy
7,690
+1,126
+17% +$97.5K 0.16% 81
2024
Q4 		$540K Buy
6,564
+46
+0.7% +$4.04K 0.22% 82
2024
Q3 		$588K Buy
6,518
+623
+11% +$53.2K 0.25% 79
2024
Q2 		$457K Buy
5,895
+268
+5% +$20.3K 0.23% 85
2024
Q1 		$404K Buy
5,627
+893
+19% +$61.6K 0.21% 100
2023
Q4 		$332K Buy
4,734
+647
+16% +$44.4K 0.2% 110
2023
Q3 		$265K Buy
4,087
+499
+14% +$34.6K 0.17% 133
2023
Q2 		$252K Sell
3,588
-1,071
-23% -$76.8K 0.17% 147
2023
Q1 		$324K Buy
4,659
+797
+21% +$53.7K 0.3% 86
2022
Q4 		$276K Buy
3,862
+868
+29% +$58K 0.26% 104
2022
Q3 		$204K Buy
+2,994
New +$227K 0.18% 148
2021
Q1 		– Sell
-3,469
Closed -$213K – 156
2020
Q4 		$213K Buy
+3,469
New +$209K 0.22% 127

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

Pinion Investment Advisors's SO Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Southern Company (SO) stake by 5.9% in Q1 2026, selling an estimated $52.2K and leaving 9,001 shares worth $869K. The position accounts for 0.2% of the portfolio, ranked #79.

Pinion Investment Advisors first reported a position in SO in Q4 2020 and has held it in 16 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Pinion Investment Advisors held 9,001 shares of Southern Company worth $869K as of Q1 2026.
  • Pinion Investment Advisors sold 564 Southern Company shares in Q1 2026, an estimated $52.2K.
  • Southern Company made up 0.2% of Pinion Investment Advisors's portfolio in Q1 2026, its #79 holding.
  • Pinion Investment Advisors first reported a position in Southern Company in Q4 2020 and has held it in 16 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.