PFA
SO icon

Presper Financial Architects’s Southern Company SO Stock Holding History

Presper Financial Architects’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 		$217K Buy
+2,252
New +$208K 0.13% 45
2025
Q4 		– Sell
-2,277
Closed -$216K – 55
2025
Q3 		$216K Buy
2,277
+100
+5% +$9.34K 0.13% 49
2025
Q2 		$200K Buy
+2,177
New +$196K 0.15% 45

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

Presper Financial Architects's SO Position: Q1 2026 in Review

Presper Financial Architects opened a new position in Southern Company (SO) in Q1 2026: 2,252 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #45 among its holdings. This is a return to the name: Presper Financial Architects previously reported a position in SO as recently as Q3 2025.

Presper Financial Architects first reported a position in SO in Q2 2025 and has held it in 3 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Presper Financial Architects held 2,252 shares of Southern Company worth $217K as of Q1 2026.
  • Southern Company was a new Presper Financial Architects position in Q1 2026.
  • Southern Company made up 0.13% of Presper Financial Architects's portfolio in Q1 2026, its #45 holding.
  • Presper Financial Architects first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Presper Financial Architects's 13F filing for Q1 2026, filed 29 Apr 2026.