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Savvy Advisors Inc’s Southern Company SO Stock Holding History

Savvy Advisors Inc’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 		$1.25M Buy
12,913
+1,140
+10% +$105K 0.03% 376
2025
Q4 		$1.03M Buy
11,773
+2,492
+27% +$228K 0.03% 356
2025
Q3 		$880K Buy
9,281
+2,443
+36% +$228K 0.04% 294
2025
Q2 		$628K Buy
6,838
+3,683
+117% +$331K 0.04% 309
2025
Q1 		$290K Buy
3,155
+85
+3% +$7.36K 0.03% 401
2024
Q4 		$253K Buy
3,070
+666
+28% +$58.4K 0.03% 378
2024
Q3 		$217K Buy
+2,404
New +$205K 0.04% 321

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

Savvy Advisors Inc's SO Position: Q1 2026 in Review

Savvy Advisors Inc increased its Southern Company (SO) stake by 9.7% in Q1 2026, buying an estimated $105K and bringing the position to 12,913 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #376.

Savvy Advisors Inc first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Savvy Advisors Inc held 12,913 shares of Southern Company worth $1.25M as of Q1 2026.
  • Savvy Advisors Inc bought 1,140 Southern Company shares in Q1 2026, an estimated $105K.
  • Southern Company made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #376 holding.
  • Savvy Advisors Inc first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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