Profund Advisors’s Southern Company SO Stock Holding History

Profund 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	$3.63M	Sell	37,565 -17,093	-31%	-$1.58M	0.13%	113
2025 Q4	$4.77M	Sell	54,658 -2,847	-5%	-$260K	0.14%	106
2025 Q3	$5.45M	Buy	57,505 +2,253	+4%	+$210K	0.18%	92
2025 Q2	$5.07M	Buy	55,252 +12,097	+28%	+$1.09M	0.18%	89
2025 Q1	$3.97M	Sell	43,155 -16,024	-27%	-$1.39M	0.17%	97
2024 Q4	$4.87M	Sell	59,179 -6,784	-10%	-$595K	0.18%	89
2024 Q3	$5.95M	Buy	65,963 +5,587	+9%	+$477K	0.23%	67
2024 Q2	$4.68M	Buy	60,376 +19,682	+48%	+$1.49M	0.17%	86
2024 Q1	$2.92M	Sell	40,694 -3,397	-8%	-$234K	0.11%	133
2023 Q4	$3.09M	Sell	44,091 -1,152	-3%	-$79.1K	0.13%	128
2023 Q3	$2.93M	Sell	45,243 -148	-0.3%	-$10.3K	0.16%	109
2023 Q2	$3.19M	Sell	45,391 -4,054	-8%	-$291K	0.17%	89
2023 Q1	$3.44M	Sell	49,445 -2,783	-5%	-$187K	0.21%	79
2022 Q4	$3.73M	Sell	52,228 -844	-2%	-$56.4K	0.24%	77
2022 Q3	$3.61M	Buy	53,072 +1,447	+3%	+$110K	0.26%	67
2022 Q2	$3.68M	Buy	51,625 +2,294	+5%	+$168K	0.23%	78
2022 Q1	$3.58M	Buy	49,331 +3,710	+8%	+$251K	0.15%	113
2021 Q4	$3.13M	Buy	45,621 +808	+2%	+$51.5K	0.1%	157
2021 Q3	$2.78M	Sell	44,813 -865	-2%	-$55.7K	0.09%	173
2021 Q2	$2.76M	Sell	45,678 -2,220	-5%	-$142K	0.09%	180
2021 Q1	$2.98M	Sell	47,898 -681	-1%	-$40.8K	0.11%	150
2020 Q4	$2.98M	Sell	48,579 -1,869	-4%	-$112K	0.13%	143
2020 Q3	$2.73M	Buy	50,448 +7,506	+17%	+$401K	0.14%	130
2020 Q2	$2.23M	Sell	42,942 -15,002	-26%	-$834K	0.12%	148
2020 Q1	$3.14M	Sell	57,944 -25,399	-30%	-$1.61M	0.24%	81
2019 Q4	$5.31M	Buy	83,343 +513	+0.6%	+$31.8K	0.23%	79
2019 Q3	$5.12M	Buy	82,830 +4,581	+6%	+$266K	0.26%	72
2019 Q2	$4.33M	Buy	78,249 +7,535	+11%	+$403K	0.21%	95
2019 Q1	$3.65M	Sell	70,714 -18,317	-21%	-$898K	0.18%	105
2018 Q4	$3.91M	Buy	89,031 +35,093	+65%	+$1.6M	0.24%	78
2018 Q3	$2.35M	Sell	53,938 -7,169	-12%	-$330K	0.09%	193
2018 Q2	$2.83M	Sell	61,107 -4,374	-7%	-$196K	0.11%	143
2018 Q1	$2.92M	Sell	65,481 -23,263	-26%	-$1.03M	0.12%	137
2017 Q4	$4.27M	Sell	88,744 -9,700	-10%	-$494K	0.16%	105
2017 Q3	$4.84M	Sell	98,444 -5,877	-6%	-$285K	0.2%	80
2017 Q2	$5M	Buy	104,321 +25,314	+32%	+$1.27M	0.23%	78
2017 Q1	$3.93M	Sell	79,007 -13,221	-14%	-$653K	0.18%	89
2016 Q4	$4.54M	Sell	92,228 -17,659	-16%	-$868K	0.21%	73
2016 Q3	$5.64M	Sell	109,887 -6,784	-6%	-$357K	0.27%	59
2016 Q2	$6.26M	Buy	116,671 +3,568	+3%	+$179K	0.3%	46
2016 Q1	$5.85M	Buy	113,103 +48,411	+75%	+$2.36M	0.3%	48
2015 Q4	$3.03M	Buy	64,692 +8,568	+15%	+$388K	0.14%	104
2015 Q3	$2.51M	Sell	56,124 -9,432	-14%	-$414K	0.14%	97
2015 Q2	$2.75M	Sell	65,556 -13,806	-17%	-$602K	0.11%	126
2015 Q1	$3.51M	Sell	79,362 -17,048	-18%	-$810K	0.14%	105
2014 Q4	$4.74M	Buy	96,410 +23,528	+32%	+$1.11M	0.19%	82
2014 Q3	$3.18M	Sell	72,882 -33,003	-31%	-$1.45M	0.15%	111
2014 Q2	$4.8M	Buy	105,885 +30,936	+41%	+$1.37M	0.21%	71
2014 Q1	$3.29M	Buy	74,949 +4,572	+6%	+$192K	0.15%	96
2013 Q4	$2.89M	Buy	70,377 +1,505	+2%	+$62.1K	0.13%	110
2013 Q3	$2.84M	Sell	68,872 -6,050	-8%	-$261K	0.15%	93
2013 Q2	$3.31M	Buy	+74,922	New	+$3.45M	0.23%	67

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

Profund Advisors's SO Position: Q1 2026 in Review

Profund Advisors reduced its Southern Company (SO) stake by 31% in Q1 2026, selling an estimated $1.58M and leaving 37,565 shares worth $3.63M. The position accounts for 0.13% of the portfolio, ranked #113.

Profund Advisors first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.26M in Q2 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Profund Advisors held 37,565 shares of Southern Company worth $3.63M as of Q1 2026.
Profund Advisors sold 17,093 Southern Company shares in Q1 2026, an estimated $1.58M.
Southern Company made up 0.13% of Profund Advisors's portfolio in Q1 2026, its #113 holding.
Profund Advisors first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Profund Advisors's Southern Company position peaked at $6.26M in Q2 2016.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Profund Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.