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Root Financial Partners’s Southern Company SO Stock Holding History

Root Financial Partners’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 		$150K Buy
1,553
+504
+48% +$46.6K 0.01% 417
2025
Q4 		$91.5K Buy
1,049
+69
+7% +$6.3K ﹤0.01% 501
2025
Q3 		$92.9K Buy
+980
New +$91.5K 0.01% 463

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

Root Financial Partners's SO Position: Q1 2026 in Review

Root Financial Partners increased its Southern Company (SO) stake by 48% in Q1 2026, buying an estimated $46.6K and bringing the position to 1,553 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #417.

Root Financial Partners first reported a position in SO in Q3 2025 and has held it in 3 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Root Financial Partners held 1,553 shares of Southern Company worth $150K as of Q1 2026.
  • Root Financial Partners bought 504 Southern Company shares in Q1 2026, an estimated $46.6K.
  • Southern Company made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #417 holding.
  • Root Financial Partners first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.