Rollins Financial Advisors’s Southern Company SO Stock Holding History

Rollins Financial 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	$1.63M	Sell	16,857 -386	-2%	-$35.7K	0.26%	51
2025 Q4	$1.5M	Sell	17,243 -2,070	-11%	-$189K	0.22%	51
2025 Q3	$1.83M	Buy	19,313 +269	+1%	+$25.1K	0.28%	49
2025 Q2	$1.75M	Buy	19,044 +535	+3%	+$48.1K	0.28%	48
2025 Q1	$1.7M	Buy	18,509 +725	+4%	+$62.8K	0.3%	47
2024 Q4	$1.46M	Buy	17,784 +4,263	+32%	+$374K	0.23%	48
2024 Q3	$1.22M	Buy	13,521 +1,447	+12%	+$124K	0.2%	53
2024 Q2	$937K	Sell	12,074 -806	-6%	-$61.1K	0.16%	58
2024 Q1	$924K	Buy	12,880 +1,456	+13%	+$101K	0.17%	56
2023 Q4	$801K	Buy	+11,424	New	+$784K	0.17%	58

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

Rollins Financial Advisors's SO Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Southern Company (SO) stake by 2.2% in Q1 2026, selling an estimated $35.7K and leaving 16,857 shares worth $1.63M. The position accounts for 0.26% of the portfolio, ranked #51.

Rollins Financial Advisors first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.83M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Rollins Financial Advisors held 16,857 shares of Southern Company worth $1.63M as of Q1 2026.
Rollins Financial Advisors sold 386 Southern Company shares in Q1 2026, an estimated $35.7K.
Southern Company made up 0.26% of Rollins Financial Advisors's portfolio in Q1 2026, its #51 holding.
Rollins Financial Advisors first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Southern Company position peaked at $1.83M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.