Sigma Planning Corp’s Southern Company SO Stock Holding History

Sigma Planning Corp’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	$3.91M	Sell	40,463 -1,693	-4%	-$157K	0.11%	201
2025 Q4	$3.68M	Sell	42,156 -303	-0.7%	-$27.7K	0.1%	209
2025 Q3	$4.02M	Sell	42,459 -5,117	-11%	-$478K	0.11%	183
2025 Q2	$4.37M	Sell	47,576 -5,202	-10%	-$467K	0.13%	165
2025 Q1	$4.85M	Sell	52,778 -3,234	-6%	-$280K	0.15%	130
2024 Q4	$4.61M	Sell	56,012 -3,240	-5%	-$284K	0.14%	147
2024 Q3	$5.34M	Sell	59,252 -5,010	-8%	-$428K	0.16%	119
2024 Q2	$4.98M	Sell	64,262 -1,194	-2%	-$90.5K	0.16%	123
2024 Q1	$4.7M	Buy	65,456 +35,124	+116%	+$2.42M	0.15%	134
2023 Q4	$2.13M	Sell	30,332 -33,564	-53%	-$2.3M	0.17%	115
2023 Q3	$4.14M	Buy	63,896 +1,122	+2%	+$77.9K	0.16%	135
2023 Q2	$4.41M	Sell	62,774 -7,137	-10%	-$512K	0.16%	120
2023 Q1	$4.86M	Sell	69,911 -182	-0.3%	-$12.3K	0.16%	133
2022 Q4	$5.01M	Sell	70,093 -453	-0.6%	-$30.3K	0.18%	126
2022 Q3	$4.8M	Sell	70,546 -2,472	-3%	-$187K	0.18%	121
2022 Q2	$5.21M	Buy	73,018 +1,031	+1%	+$75.7K	0.18%	123
2022 Q1	$5.22M	Sell	71,987 -462	-0.6%	-$31.3K	0.16%	128
2021 Q4	$4.97M	Buy	72,449 +408	+0.6%	+$26K	0.14%	158
2021 Q3	$4.46M	Sell	72,041 -2,507	-3%	-$161K	0.13%	165
2021 Q2	$4.51M	Buy	74,548 +5,076	+7%	+$325K	0.13%	170
2021 Q1	$4.32M	Buy	69,472 +2,080	+3%	+$125K	0.14%	180
2020 Q4	$4.14M	Sell	67,392 -527	-0.8%	-$31.7K	0.14%	159
2020 Q3	$3.68M	Buy	67,919 +650	+1%	+$34.7K	0.15%	155
2020 Q2	$3.49M	Buy	67,269 +5,531	+9%	+$307K	0.15%	145
2020 Q1	$3.34M	Sell	61,738 -756	-1%	-$47.9K	0.2%	109
2019 Q4	$3.98M	Sell	62,494 -9,828	-14%	-$609K	0.17%	133
2019 Q3	$4.47M	Buy	72,322 +220	+0.3%	+$12.8K	0.21%	103
2019 Q2	$3.99M	Buy	72,102 +3,543	+5%	+$190K	0.21%	122
2019 Q1	$3.54M	Buy	68,559 +9,722	+17%	+$477K	0.2%	125
2018 Q4	$2.58M	Buy	58,837 +10,858	+23%	+$494K	0.19%	115
2018 Q3	$2.09M	Buy	47,979 +998	+2%	+$46K	0.12%	175
2018 Q2	$2.18M	Buy	46,981 +6,256	+15%	+$280K	0.15%	165
2018 Q1	$1.82M	Sell	40,725 -12,360	-23%	-$549K	0.13%	175
2017 Q4	$2.55M	Sell	53,085 -5,421	-9%	-$276K	0.2%	131
2017 Q3	$2.88M	Buy	58,506 +4,082	+8%	+$198K	0.24%	96
2017 Q2	$2.61M	Buy	54,424 +2,155	+4%	+$108K	0.24%	102
2017 Q1	$2.6M	Buy	52,269 +3,777	+8%	+$187K	0.25%	93
2016 Q4	$2.38M	Buy	48,492 +9,271	+24%	+$455K	0.26%	85
2016 Q3	$2.01M	Buy	39,221 +5,057	+15%	+$266K	0.24%	96
2016 Q2	$1.83M	Buy	34,164 +485	+1%	+$24.4K	0.24%	98
2016 Q1	$1.74M	Buy	33,679 +2,515	+8%	+$123K	0.24%	96
2015 Q4	$1.46M	Buy	31,164 +4,728	+18%	+$214K	0.2%	111
2015 Q3	$1.18M	Buy	26,436 +344	+1%	+$15.1K	0.19%	129
2015 Q2	$1.09M	Sell	26,092 -3,284	-11%	-$143K	0.15%	165
2015 Q1	$1.3M	Sell	29,376 -2,731	-9%	-$130K	0.17%	142
2014 Q4	$1.58M	Buy	+32,107	New	+$1.52M	0.21%	121

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

Sigma Planning Corp's SO Position: Q1 2026 in Review

Sigma Planning Corp reduced its Southern Company (SO) stake by 4% in Q1 2026, selling an estimated $157K and leaving 40,463 shares worth $3.91M. The position accounts for 0.11% of the portfolio, ranked #201.

Sigma Planning Corp first reported a position in SO in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.34M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Sigma Planning Corp held 40,463 shares of Southern Company worth $3.91M as of Q1 2026.
Sigma Planning Corp sold 1,693 Southern Company shares in Q1 2026, an estimated $157K.
Southern Company made up 0.11% of Sigma Planning Corp's portfolio in Q1 2026, its #201 holding.
Sigma Planning Corp first reported a position in Southern Company in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Southern Company position peaked at $5.34M in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.