SOS
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Silver Oak Securities’s Southern Company SO Stock Holding History

Silver Oak Securities’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 		$1.67M Sell
17,318
-5,679
-25% -$525K 0.12% 173
2025
Q4 		$2.01M Buy
22,997
+1,168
+5% +$107K 0.14% 150
2025
Q3 		$2.07M Buy
21,829
+6,066
+38% +$566K 0.15% 139
2025
Q2 		$1.45M Buy
15,763
+274
+2% +$24.6K 0.12% 182
2025
Q1 		$1.41M Buy
15,489
+558
+4% +$48.3K 0.13% 175
2024
Q4 		$1.23M Buy
14,931
+2,572
+21% +$226K 0.11% 189
2024
Q3 		$1.11M Buy
12,359
+56
+0.5% +$4.78K 0.12% 186
2024
Q2 		$954K Sell
12,303
-529
-4% -$40.1K 0.14% 139
2024
Q1 		$921K Sell
12,832
-1,079
-8% -$74.5K 0.14% 158
2023
Q4 		$975K Buy
13,911
+181
+1% +$12.4K 0.13% 167
2023
Q3 		$889K Buy
13,730
+486
+4% +$33.7K 0.19% 96
2023
Q2 		$930K Buy
13,244
+3,289
+33% +$236K 0.15% 144
2023
Q1 		$693K Buy
9,955
+639
+7% +$43K 0.11% 152
2022
Q4 		$665K Sell
9,316
-4,414
-32% -$295K 0.12% 127
2022
Q3 		$889K Buy
13,730
+3,937
+40% +$298K 0.19% 96
2022
Q2 		$710K Sell
9,793
-304
-3% -$22.3K 0.16% 104
2022
Q1 		$758K Buy
+10,097
New +$684K 0.15% 135

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

Silver Oak Securities's SO Position: Q1 2026 in Review

Silver Oak Securities reduced its Southern Company (SO) stake by 25% in Q1 2026, selling an estimated $525K and leaving 17,318 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #173.

Silver Oak Securities first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.07M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Silver Oak Securities held 17,318 shares of Southern Company worth $1.67M as of Q1 2026.
  • Silver Oak Securities sold 5,679 Southern Company shares in Q1 2026, an estimated $525K.
  • Southern Company made up 0.12% of Silver Oak Securities's portfolio in Q1 2026, its #173 holding.
  • Silver Oak Securities first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Southern Company position peaked at $2.07M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.