Prospect Financial Services’s Southern Company SO Stock Holding History

Prospect Financial 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	$304K	Hold	3,145	–	–	0.19%	80
2025 Q4	$274K	Hold	3,145	–	–	0.16%	81
2025 Q3	$298K	Hold	3,145	–	–	0.17%	76
2025 Q2	$289K	Buy	3,145 +96	+3%	+$8.62K	0.18%	77
2025 Q1	$280K	Buy	3,049 +49	+2%	+$4.24K	0.16%	93
2024 Q4	$247K	Buy	3,000 +634	+27%	+$55.6K	0.13%	97
2024 Q3	$213K	Buy	+2,366	New	+$202K	0.13%	97

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

Prospect Financial Services's SO Position: Q1 2026 in Review

Prospect Financial Services held its Southern Company (SO) position steady in Q1 2026 at 3,145 shares worth $304K. The position accounts for 0.19% of the portfolio, ranked #80.

Prospect Financial Services first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Prospect Financial Services held 3,145 shares of Southern Company worth $304K as of Q1 2026.
Prospect Financial Services left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.19% of Prospect Financial Services's portfolio in Q1 2026, its #80 holding.
Prospect Financial Services first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.