Roble Belko & Company’s Southern Company SO Stock Holding History

Roble Belko & Company’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	$111K	Hold	1,154	–	–	0.01%	163
2025 Q4	$101K	Hold	1,154	–	–	0.01%	169
2025 Q3	$109K	Hold	1,154	–	–	0.01%	138
2025 Q2	$106K	Hold	1,154	–	–	0.02%	136
2025 Q1	$106K	Hold	1,154	–	–	0.02%	133
2024 Q4	$95K	Buy	+1,154	New	+$101K	0.02%	137
2022 Q2	–	Sell	-92	Closed	-$7K	–	377
2022 Q1	$7K	Hold	92	–	–	﹤0.01%	304
2021 Q4	$6K	Buy	+92	New	+$5.87K	﹤0.01%	281

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

Roble Belko & Company's SO Position: Q1 2026 in Review

Roble Belko & Company held its Southern Company (SO) position steady in Q1 2026 at 1,154 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #163.

Roble Belko & Company first reported a position in SO in Q4 2021 and has held it in 8 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Roble Belko & Company held 1,154 shares of Southern Company worth $111K as of Q1 2026.
Roble Belko & Company left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Roble Belko & Company's portfolio in Q1 2026, its #163 holding.
Roble Belko & Company first reported a position in Southern Company in Q4 2021 and has held it in 8 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.