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ProVise Management Group’s Southern Company SO Stock Holding History

ProVise Management 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 		$621K Sell
6,436
-669
-9% -$61.9K 0.04% 163
2025
Q4 		$620K Sell
7,105
-753
-10% -$68.7K 0.04% 158
2025
Q3 		$745K Buy
7,858
+197
+3% +$18.4K 0.05% 147
2025
Q2 		$704K Sell
7,661
-92
-1% -$8.26K 0.06% 150
2025
Q1 		$713K Sell
7,753
-513
-6% -$44.4K 0.06% 146
2024
Q4 		$680K Sell
8,266
-1,035
-11% -$90.8K 0.06% 151
2024
Q3 		$839K Buy
9,301
+577
+7% +$49.3K 0.07% 160
2024
Q2 		$677K Sell
8,724
-480
-5% -$36.4K 0.06% 162
2024
Q1 		$660K Sell
9,204
-779
-8% -$53.8K 0.06% 167
2023
Q4 		$700K Sell
9,983
-636
-6% -$43.7K 0.06% 193
2023
Q3 		$687K Sell
10,619
-1,152
-10% -$80K 0.06% 195
2023
Q2 		$827K Sell
11,771
-270
-2% -$19.4K 0.08% 188
2023
Q1 		$838K Sell
12,041
-979
-8% -$65.9K 0.08% 178
2022
Q4 		$930K Sell
13,020
-1,299
-9% -$86.9K 0.09% 163
2022
Q3 		$974K Sell
14,319
-282
-2% -$21.4K 0.11% 159
2022
Q2 		$1.04M Sell
14,601
-77
-0.5% -$5.65K 0.11% 155
2022
Q1 		$1.06M Sell
14,678
-281
-2% -$19K 0.1% 168
2021
Q4 		$1.03M Sell
14,959
-346
-2% -$22.1K 0.09% 186
2021
Q3 		$948K Sell
15,305
-1,932
-11% -$124K 0.09% 178
2021
Q2 		$1.04M Buy
17,237
+2,063
+14% +$132K 0.11% 165
2021
Q1 		$943K Sell
15,174
-154
-1% -$9.22K 0.1% 164
2020
Q4 		$942K Buy
15,328
+343
+2% +$20.6K 0.11% 154
2020
Q3 		$812K Buy
14,985
+11
+0.1% +$588 0.11% 159
2020
Q2 		$776K Sell
14,974
-1,122
-7% -$62.4K 0.11% 152
2020
Q1 		$871K Sell
16,096
-31,891
-66% -$2.02M 0.15% 139
2019
Q4 		$3.06M Sell
47,987
-846
-2% -$52.4K 0.38% 78
2019
Q3 		$3.02M Sell
48,833
-118
-0.2% -$6.84K 0.4% 75
2019
Q2 		$2.71M Sell
48,951
-314
-0.6% -$16.8K 0.36% 81
2019
Q1 		$2.55M Sell
49,265
-4,286
-8% -$210K 0.36% 82
2018
Q4 		$2.35M Sell
53,551
-1,568
-3% -$71.3K 0.37% 76
2018
Q3 		$2.4M Sell
55,119
-1,335
-2% -$61.5K 0.32% 93
2018
Q2 		$2.61K Buy
56,454
+50
+0.1% +$2.24K 0.2% 101
2018
Q1 		$2.52M Sell
56,404
-227
-0.4% -$10.1K 0.37% 83
2017
Q4 		$2.72M Buy
56,631
+47
+0.1% +$2.4K 0.39% 79
2017
Q3 		$2.78M Buy
56,584
+1,228
+2% +$59.5K 0.4% 76
2017
Q2 		$2.65M Buy
55,356
+4,100
+8% +$206K 0.4% 76
2017
Q1 		$2.55M Buy
51,256
+1,384
+3% +$68.4K 0.41% 71
2016
Q4 		$2.45M Sell
49,872
-1,157
-2% -$56.8K 0.42% 74
2016
Q3 		$2.62M Sell
51,029
-6,011
-11% -$317K 0.45% 67
2016
Q2 		$3.06M Buy
57,040
+4,718
+9% +$237K 0.56% 55
2016
Q1 		$2.71M Buy
52,322
+1,836
+4% +$89.4K 0.56% 54
2015
Q4 		$2.36M Buy
50,486
+837
+2% +$37.9K 0.5% 62
2015
Q3 		$2.22M Buy
49,649
+9,677
+24% +$425K 0.51% 60
2015
Q2 		$1.68M Buy
39,972
+1,575
+4% +$68.6K 0.36% 87
2015
Q1 		$1.7M Buy
38,397
+3,764
+11% +$179K 0.36% 86
2014
Q4 		$1.7M Buy
34,633
+7,215
+26% +$341K 0.36% 84
2014
Q3 		$1.2M Buy
27,418
+3,721
+16% +$163K 0.26% 117
2014
Q2 		$1.07M Buy
23,697
+949
+4% +$42K 0.23% 127
2014
Q1 		$1M Buy
22,748
+3,466
+18% +$145K 0.24% 114
2013
Q4 		$793K Buy
19,282
+5,762
+43% +$238K 0.2% 135
2013
Q3 		$557K Buy
13,520
+4,600
+52% +$198K 0.16% 166
2013
Q2 		$393K Buy
+8,920
New +$410K 0.12% 197

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

ProVise Management Group's SO Position: Q1 2026 in Review

ProVise Management Group reduced its Southern Company (SO) stake by 9.4% in Q1 2026, selling an estimated $61.9K and leaving 6,436 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #163.

ProVise Management Group first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.06M in Q2 2016. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • ProVise Management Group held 6,436 shares of Southern Company worth $621K as of Q1 2026.
  • ProVise Management Group sold 669 Southern Company shares in Q1 2026, an estimated $61.9K.
  • Southern Company made up 0.04% of ProVise Management Group's portfolio in Q1 2026, its #163 holding.
  • ProVise Management Group first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • ProVise Management Group's Southern Company position peaked at $3.06M in Q2 2016.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.