Pittenger & Anderson Inc’s Southern Company SO Stock Holding History

Pittenger & Anderson Inc’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	$9.65K	Hold	100	–	–	﹤0.01%	407
2025 Q4	$8.72K	Hold	100	–	–	﹤0.01%	416
2025 Q3	$9.48K	Buy	+100	New	+$9.34K	﹤0.01%	372
2017 Q4	–	Sell	-396	Closed	-$19K	–	410
2017 Q3	$19K	Buy	+396	New	+$19.2K	﹤0.01%	311
2016 Q4	–	Sell	-500	Closed	-$26K	–	383
2016 Q3	$26K	Buy	500 +275	+122%	+$14.5K	﹤0.01%	297
2016 Q2	$12K	Buy	+225	New	+$11.3K	﹤0.01%	322
2013 Q3	–	Sell	-11,095	Closed	-$490K	–	286
2013 Q2	$490K	Buy	+11,095	New	+$510K	0.08%	199

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

Pittenger & Anderson Inc's SO Position: Q1 2026 in Review

Pittenger & Anderson Inc held its Southern Company (SO) position steady in Q1 2026 at 100 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Pittenger & Anderson Inc first reported a position in SO in Q2 2013 and has held it in 7 quarters since. The position peaked at $490K in Q2 2013. 2,343 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Pittenger & Anderson Inc held 100 shares of Southern Company worth $9.65K as of Q1 2026.
Pittenger & Anderson Inc left its Southern Company share count unchanged in Q1 2026.
Southern Company made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q1 2026, its #407 holding.
Pittenger & Anderson Inc first reported a position in Southern Company in Q2 2013 and has held it in 7 quarters since.
Pittenger & Anderson Inc's Southern Company position peaked at $490K in Q2 2013.
2,343 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2026, filed 1 May 2026.