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Ross\Johnson & Associates’s Southern Company SO Stock Holding History

Ross\Johnson & Associates’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 		– Sell
-2
Closed -$174 – 327
2025
Q4 		$174 Buy
+2
New +$183 ﹤0.01% 261
2025
Q2 		– Sell
-10
Closed -$920 – 330
2025
Q1 		$920 Buy
+10
New +$866 0.02% 216

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

Ross\Johnson & Associates's SO Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of Southern Company (SO) in Q1 2026, closing a stake of 2 shares — an estimated $174 sold.

Ross\Johnson & Associates first reported a position in SO in Q1 2025 and held it in 2 quarters. The position peaked at $920 in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Ross\Johnson & Associates reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Ross\Johnson & Associates sold 2 Southern Company shares in Q1 2026, an estimated $174.
  • Ross\Johnson & Associates first reported a position in Southern Company in Q1 2025 and held it in 2 quarters.
  • Ross\Johnson & Associates's Southern Company position peaked at $920 in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.