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Powers Advisory Group’s Southern Company SO Stock Holding History

Powers Advisory Group’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 		$1.47M Buy
15,236
+43
+0.3% +$3.98K 0.52% 35
2025
Q4 		$1.32M Buy
15,193
+144
+1% +$13.1K 0.5% 35
2025
Q3 		$1.43M Sell
15,049
-203
-1% -$19K 0.57% 32
2025
Q2 		$1.4M Buy
15,252
+83
+0.5% +$7.46K 0.62% 29
2025
Q1 		$1.39M Sell
15,169
-69
-0.5% -$5.97K 0.66% 28
2024
Q4 		$1.25M Buy
15,238
+84
+0.6% +$7.37K 0.63% 26
2024
Q3 		$1.37M Sell
15,154
-22
-0.1% -$1.88K 0.68% 26
2024
Q2 		$1.18M Buy
15,176
+89
+0.6% +$6.74K 0.64% 28
2024
Q1 		$1.08M Sell
15,087
-261
-2% -$18K 0.62% 30
2023
Q4 		$1.08M Sell
15,348
-149
-1% -$10.2K 0.66% 28
2023
Q3 		$1M Buy
15,497
+107
+0.7% +$7.43K 0.68% 28
2023
Q2 		$1.08M Buy
15,390
+108
+0.7% +$7.75K 0.72% 29
2023
Q1 		$1.06M Buy
15,282
+104
+0.7% +$7K 0.74% 31
2022
Q4 		$1.08M Sell
15,178
-16
-0.1% -$1.07K 0.8% 30
2022
Q3 		$1.03M Buy
15,194
+97
+0.6% +$7.35K 0.82% 30
2022
Q2 		$1.08M Sell
15,097
-377
-2% -$27.7K 0.83% 31
2022
Q1 		$1.12M Buy
15,474
+320
+2% +$21.7K 0.78% 30
2021
Q4 		$1.04M Buy
+15,154
New +$966K 0.73% 33

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

Powers Advisory Group's SO Position: Q1 2026 in Review

Powers Advisory Group increased its Southern Company (SO) stake by 0.28% in Q1 2026, buying an estimated $3.98K and bringing the position to 15,236 shares worth $1.47M. The position accounts for 0.52% of the portfolio, ranked #35.

Powers Advisory Group first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Powers Advisory Group held 15,236 shares of Southern Company worth $1.47M as of Q1 2026.
  • Powers Advisory Group bought 43 Southern Company shares in Q1 2026, an estimated $3.98K.
  • Southern Company made up 0.52% of Powers Advisory Group's portfolio in Q1 2026, its #35 holding.
  • Powers Advisory Group first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.