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PSI Advisors’s Southern Company SO Stock Holding History

PSI 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 		$503K Hold
5,214
– – 0.12% 89
2025
Q4 		$455K Sell
5,214
-35
-0.7% -$3.19K 0.11% 83
2025
Q3 		$497K Hold
5,249
– – 0.13% 81
2025
Q2 		$482K Sell
5,249
-150
-3% -$13.5K 0.24% 57
2025
Q1 		$496K Sell
5,399
-622
-10% -$53.8K 0.16% 70
2024
Q4 		$496K Hold
6,021
– – 0.15% 77
2024
Q3 		$543K Sell
6,021
-100
-2% -$8.54K 0.16% 79
2024
Q2 		$475K Sell
6,121
-2,210
-27% -$167K 0.15% 87
2024
Q1 		$598K Buy
8,331
+1,509
+22% +$104K 0.22% 68
2023
Q4 		$478K Buy
6,822
+121
+2% +$8.31K 0.18% 80
2023
Q3 		$434K Buy
6,701
+51
+0.8% +$3.54K 0.19% 84
2023
Q2 		$467K Sell
6,650
-549
-8% -$39.4K 0.21% 77
2023
Q1 		$501K Hold
7,199
– – 0.24% 68
2022
Q4 		$514K Sell
7,199
-2,849
-28% -$190K 0.27% 64
2022
Q3 		$683K Sell
10,048
-2,217
-18% -$168K 0.36% 55
2022
Q2 		$875K Sell
12,265
-920
-7% -$67.5K 0.43% 51
2022
Q1 		$956K Sell
13,185
-741
-5% -$50.2K 0.39% 53
2021
Q4 		$955K Sell
13,926
-1,027
-7% -$65.5K 0.39% 55
2021
Q3 		$926K Sell
14,953
-1,470
-9% -$94.6K 0.43% 48
2021
Q2 		$993K Sell
16,423
-1,017
-6% -$65K 0.52% 42
2021
Q1 		$1.08M Buy
17,440
+1,219
+8% +$73K 0.64% 38
2020
Q4 		$996K Sell
16,221
-8,435
-34% -$507K 0.69% 31
2020
Q3 		$1.34M Buy
24,656
+3,750
+18% +$200K 1.02% 21
2020
Q2 		$1.08M Sell
20,906
-4,448
-18% -$247K 0.87% 28
2020
Q1 		$1.37M Sell
25,354
-3,244
-11% -$206K 1.26% 21
2019
Q4 		$1.82M Buy
+28,598
New +$1.77M 1.17% 17

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

PSI Advisors's SO Position: Q1 2026 in Review

PSI Advisors held its Southern Company (SO) position steady in Q1 2026 at 5,214 shares worth $503K. The position accounts for 0.12% of the portfolio, ranked #89.

PSI Advisors first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.82M in Q4 2019. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • PSI Advisors held 5,214 shares of Southern Company worth $503K as of Q1 2026.
  • PSI Advisors left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.12% of PSI Advisors's portfolio in Q1 2026, its #89 holding.
  • PSI Advisors first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • PSI Advisors's Southern Company position peaked at $1.82M in Q4 2019.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.