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Roundview Capital’s Southern Company SO Stock Holding History

Roundview Capital’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 		$823K Buy
8,524
+15
+0.2% +$1.39K 0.05% 224
2025
Q4 		$742K Sell
8,509
-1,412
-14% -$129K 0.05% 224
2025
Q3 		$940K Sell
9,921
-88
-0.9% -$8.21K 0.06% 223
2025
Q2 		$919K Buy
10,009
+160
+2% +$14.4K 0.06% 220
2025
Q1 		$906K Sell
9,849
-401
-4% -$34.7K 0.07% 208
2024
Q4 		$844K Buy
10,250
+669
+7% +$58.7K 0.06% 225
2024
Q3 		$864K Buy
9,581
+441
+5% +$37.7K 0.06% 234
2024
Q2 		$709K Buy
9,140
+1,705
+23% +$129K 0.06% 233
2024
Q1 		$533K Buy
7,435
+1,481
+25% +$102K 0.04% 252
2023
Q4 		$417K Buy
+5,954
New +$409K 0.04% 260

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

Roundview Capital's SO Position: Q1 2026 in Review

Roundview Capital increased its Southern Company (SO) stake by 0.18% in Q1 2026, buying an estimated $1.39K and bringing the position to 8,524 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #224.

Roundview Capital first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $940K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Roundview Capital held 8,524 shares of Southern Company worth $823K as of Q1 2026.
  • Roundview Capital bought 15 Southern Company shares in Q1 2026, an estimated $1.39K.
  • Southern Company made up 0.05% of Roundview Capital's portfolio in Q1 2026, its #224 holding.
  • Roundview Capital first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Roundview Capital's Southern Company position peaked at $940K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.