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Sage Mountain Advisors’s Southern Company SO Stock Holding History

Sage Mountain 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 		– Sell
-10,965
Closed -$956K – 523
2025
Q4 		$956K Sell
10,965
-4,865
-31% -$444K 0.05% 170
2025
Q3 		$1.5M Buy
15,830
+4,355
+38% +$407K 0.09% 119
2025
Q2 		$1.05M Buy
11,475
+2,336
+26% +$210K 0.07% 134
2025
Q1 		$840K Buy
9,139
+5,455
+148% +$472K 0.06% 146
2024
Q4 		$303K Sell
3,684
-1,652
-31% -$145K 0.02% 292
2024
Q3 		$481K Sell
5,336
-1,823
-25% -$156K 0.04% 207
2024
Q2 		$555K Buy
7,159
+2,391
+50% +$181K 0.05% 164
2024
Q1 		$342K Sell
4,768
-340
-7% -$23.5K 0.04% 215
2023
Q4 		$358K Buy
5,108
+646
+14% +$44.4K 0.04% 174
2023
Q3 		$289K Buy
4,462
+62
+1% +$4.3K 0.04% 189
2023
Q2 		$309K Buy
4,400
+177
+4% +$12.7K 0.04% 174
2023
Q1 		$294K Buy
+4,223
New +$284K 0.05% 171

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

Sage Mountain Advisors's SO Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 10,965 shares — an estimated $956K sold.

Sage Mountain Advisors first reported a position in SO in Q1 2023 and held it in 12 quarters. The position peaked at $1.5M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 10,965 Southern Company shares in Q1 2026, an estimated $956K.
  • Sage Mountain Advisors first reported a position in Southern Company in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Southern Company position peaked at $1.5M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.