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Safe Harbor Fiduciary’s Southern Company SO Stock Holding History

Safe Harbor Fiduciary’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
-364
Closed -$31.7K – 166
2025
Q4 		$31.7K Buy
+364
New +$33.2K 0.03% 111
2025
Q2 		$34K Hold
371
– – 0.03% 120
2025
Q1 		$34.1K Buy
371
+1
+0.3% +$87 0.04% 110
2024
Q4 		$30.5K Sell
370
-171
-32% -$15K 0.03% 110
2024
Q3 		$48.8K Buy
+541
New +$46.2K 0.05% 100

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Safe Harbor Fiduciary's SO Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Southern Company (SO) in Q1 2026, closing a stake of 364 shares — an estimated $31.7K sold.

Safe Harbor Fiduciary first reported a position in SO in Q3 2024 and held it in 5 quarters. The position peaked at $48.8K in Q3 2024. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 364 Southern Company shares in Q1 2026, an estimated $31.7K.
  • Safe Harbor Fiduciary first reported a position in Southern Company in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Southern Company position peaked at $48.8K in Q3 2024.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.