Signal Advisors Wealth’s Southern Company SO Stock Holding History

Signal Advisors Wealth’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	$334K	Buy	3,458 +85	+3%	+$7.86K	0.02%	448
2025 Q4	$294K	Sell	3,373 -55	-2%	-$5.02K	0.02%	409
2025 Q3	$325K	Sell	3,428 -4,564	-57%	-$426K	0.03%	340
2025 Q2	$734K	Buy	7,992 +4,113	+106%	+$369K	0.06%	242
2025 Q1	$357K	Sell	3,879 -106	-3%	-$9.18K	0.03%	339
2024 Q4	$328K	Sell	3,985 -138	-3%	-$12.1K	0.04%	341
2024 Q3	$372K	Buy	+4,123	New	+$352K	0.05%	303
2024 Q2	–	Sell	-4,018	Closed	-$288K	–	247
2024 Q1	$288K	Buy	4,018 +714	+22%	+$49.3K	0.07%	233
2023 Q4	$232K	Buy	+3,304	New	+$227K	0.08%	200

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

Signal Advisors Wealth's SO Position: Q1 2026 in Review

Signal Advisors Wealth increased its Southern Company (SO) stake by 2.5% in Q1 2026, buying an estimated $7.86K and bringing the position to 3,458 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #448.

Signal Advisors Wealth first reported a position in SO in Q4 2023 and has held it in 9 quarters since. The position peaked at $734K in Q2 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Signal Advisors Wealth held 3,458 shares of Southern Company worth $334K as of Q1 2026.
Signal Advisors Wealth bought 85 Southern Company shares in Q1 2026, an estimated $7.86K.
Southern Company made up 0.02% of Signal Advisors Wealth's portfolio in Q1 2026, its #448 holding.
Signal Advisors Wealth first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's Southern Company position peaked at $734K in Q2 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.