PAS
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PKS Advisory Services’s Southern Company SO Stock Holding History

PKS Advisory Services’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
-2,734
Closed -$238K – 258
2025
Q4 		$238K Sell
2,734
-10
-0.4% -$913 0.05% 222
2025
Q3 		$260K Buy
2,744
+411
+18% +$38.4K 0.05% 208
2025
Q2 		$214K Buy
+2,333
New +$210K 0.05% 239

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

PKS Advisory Services's SO Position: Q1 2026 in Review

PKS Advisory Services sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,734 shares — an estimated $238K sold.

PKS Advisory Services first reported a position in SO in Q2 2025 and held it in 3 quarters. The position peaked at $260K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • PKS Advisory Services reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • PKS Advisory Services sold 2,734 Southern Company shares in Q1 2026, an estimated $238K.
  • PKS Advisory Services first reported a position in Southern Company in Q2 2025 and held it in 3 quarters.
  • PKS Advisory Services's Southern Company position peaked at $260K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.