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Providence Capital Advisors’s Southern Company SO Stock Holding History

Providence Capital 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 		$5.41M Buy
56,063
+783
+1% +$72.4K 0.88% 51
2025
Q4 		$4.82M Buy
55,280
+1,626
+3% +$148K 0.81% 50
2025
Q3 		$5.08M Buy
53,654
+1,191
+2% +$111K 0.88% 48
2025
Q2 		$4.82M Buy
52,463
+11,158
+27% +$1M 0.88% 51
2025
Q1 		$3.8M Buy
41,305
+232
+0.6% +$20.1K 0.79% 54
2024
Q4 		$3.38M Buy
41,073
+120
+0.3% +$10.5K 0.69% 59
2024
Q3 		$3.69M Buy
40,953
+418
+1% +$35.7K 0.73% 55
2024
Q2 		$3.14M Buy
40,535
+578
+1% +$43.8K 0.69% 61
2024
Q1 		$2.87M Buy
39,957
+865
+2% +$59.7K 0.63% 68
2023
Q4 		$2.74M Buy
39,092
+37,503
+2,360% +$2.58M 0.66% 61
2023
Q3 		$103K Buy
1,589
+34
+2% +$2.36K 0.03% 127
2023
Q2 		$109K Hold
1,555
– – 0.03% 124
2023
Q1 		$108K Hold
1,555
– – 0.03% 118
2022
Q4 		$111K Hold
1,555
– – 0.03% 120
2022
Q3 		$106K Hold
1,555
– – 0.03% 118
2022
Q2 		$111K Hold
1,555
– – 0.03% 117
2022
Q1 		$113K Hold
1,555
– – 0.03% 144
2021
Q4 		$107K Hold
1,555
– – 0.03% 125
2021
Q3 		$96K Hold
1,555
– – 0.03% 130
2021
Q2 		$94K Sell
1,555
-12
-0.8% -$767 0.03% 121
2021
Q1 		$97K Hold
1,567
– – 0.04% 115
2020
Q4 		$96K Buy
+1,567
New +$94.2K 0.04% 115
2018
Q1 		– Sell
-60
Closed -$3K – 295
2017
Q4 		$3K Buy
+60
New +$3.06K ﹤0.01% 290

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

Providence Capital Advisors's SO Position: Q1 2026 in Review

Providence Capital Advisors increased its Southern Company (SO) stake by 1.4% in Q1 2026, buying an estimated $72.4K and bringing the position to 56,063 shares worth $5.41M. The position accounts for 0.88% of the portfolio, ranked #51.

Providence Capital Advisors first reported a position in SO in Q4 2017 and has held it in 23 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Providence Capital Advisors held 56,063 shares of Southern Company worth $5.41M as of Q1 2026.
  • Providence Capital Advisors bought 783 Southern Company shares in Q1 2026, an estimated $72.4K.
  • Southern Company made up 0.88% of Providence Capital Advisors's portfolio in Q1 2026, its #51 holding.
  • Providence Capital Advisors first reported a position in Southern Company in Q4 2017 and has held it in 23 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Providence Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.