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Retirement Guys Formula’s Southern Company SO Stock Holding History

Retirement Guys Formula’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 		$1.44M Buy
14,965
+3,035
+25% +$281K 0.66% 61
2025
Q4 		$1.04M Buy
11,930
+5,391
+82% +$492K 0.47% 83
2025
Q3 		$620K Buy
+6,539
New +$610K 0.22% 110
2025
Q1 		– Sell
-10,658
Closed -$877K – 164
2024
Q4 		$877K Buy
10,658
+874
+9% +$76.7K 0.44% 65
2024
Q3 		$882K Buy
9,784
+1,058
+12% +$90.4K 0.41% 68
2024
Q2 		$677K Sell
8,726
-817
-9% -$61.9K 0.32% 79
2024
Q1 		$685K Buy
+9,543
New +$659K 0.33% 80

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

Retirement Guys Formula's SO Position: Q1 2026 in Review

Retirement Guys Formula increased its Southern Company (SO) stake by 25% in Q1 2026, buying an estimated $281K and bringing the position to 14,965 shares worth $1.44M. The position accounts for 0.66% of the portfolio, ranked #61.

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

  • Retirement Guys Formula held 14,965 shares of Southern Company worth $1.44M as of Q1 2026.
  • Retirement Guys Formula bought 3,035 Southern Company shares in Q1 2026, an estimated $281K.
  • Southern Company made up 0.66% of Retirement Guys Formula's portfolio in Q1 2026, its #61 holding.
  • Retirement Guys Formula first reported a position in Southern Company in Q1 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 Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.