Satovsky Asset Management’s Southern Company SO Stock Holding History

Satovsky Asset Management’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	$344K	Buy	3,560 +27	+0.8%	+$2.5K	0.06%	49
2025 Q4	$308K	Buy	3,533 +30	+0.9%	+$2.74K	0.06%	46
2025 Q3	$332K	Buy	3,503 +28	+0.8%	+$2.61K	0.07%	43
2025 Q2	$319K	Buy	3,475 +29	+0.8%	+$2.6K	0.07%	40
2025 Q1	$317K	Buy	3,446 +27	+0.8%	+$2.34K	0.07%	37
2024 Q4	$281K	Buy	3,419 +29	+0.9%	+$2.54K	0.06%	35
2024 Q3	$306K	Buy	3,390 +27	+0.8%	+$2.31K	0.07%	34
2024 Q2	$261K	Buy	3,363 +30	+0.9%	+$2.27K	0.06%	35
2024 Q1	$239K	Buy	3,333 +34	+1%	+$2.35K	0.07%	39
2023 Q4	$231K	Buy	3,299 +32	+1%	+$2.2K	0.07%	42
2023 Q3	$211K	Buy	3,267 +34	+1%	+$2.36K	0.07%	39
2023 Q2	$227K	Buy	3,233 +232	+8%	+$16.6K	0.08%	39
2023 Q1	$209K	Buy	3,001 +32	+1%	+$2.15K	0.08%	40
2022 Q4	$212K	Buy	2,969 +30	+1%	+$2.01K	0.09%	37
2022 Q3	$200K	Buy	2,939 +25	+0.9%	+$1.89K	0.12%	32
2022 Q2	$208K	Buy	2,914 +26	+0.9%	+$1.91K	0.12%	34
2022 Q1	$209K	Buy	+2,888	New	+$196K	0.14%	34

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Satovsky Asset Management's SO Position: Q1 2026 in Review

Satovsky Asset Management increased its Southern Company (SO) stake by 0.76% in Q1 2026, buying an estimated $2.5K and bringing the position to 3,560 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #49.

Satovsky Asset Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Satovsky Asset Management held 3,560 shares of Southern Company worth $344K as of Q1 2026.
Satovsky Asset Management bought 27 Southern Company shares in Q1 2026, an estimated $2.5K.
Southern Company made up 0.06% of Satovsky Asset Management's portfolio in Q1 2026, its #49 holding.
Satovsky Asset Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.