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Simon Quick Advisors’s Southern Company SO Stock Holding History

Simon Quick Advisors’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 		– Sell
-2,867
Closed -$250K – 418
2025
Q4 		$250K Buy
2,867
+331
+13% +$30.2K 0.01% 340
2025
Q3 		$240K Sell
2,536
-31
-1% -$2.89K 0.01% 363
2025
Q2 		$236K Sell
2,567
-4,113
-62% -$369K 0.01% 329
2025
Q1 		$614K Buy
6,680
+1,572
+31% +$136K 0.04% 257
2024
Q4 		$421K Buy
5,108
+522
+11% +$45.8K 0.03% 277
2024
Q3 		$414K Buy
4,586
+695
+18% +$59.4K 0.03% 265
2024
Q2 		$302K Buy
3,891
+1,078
+38% +$81.7K 0.02% 284
2024
Q1 		$202K Buy
+2,813
New +$194K 0.02% 388
2022
Q2 		– Sell
-679
Closed -$49K – 366
2022
Q1 		$49K Buy
679
+4
+0.6% +$271 0.01% 212
2021
Q4 		$46K Sell
675
-16
-2% -$1.02K 0.01% 240
2021
Q3 		$42K Sell
691
-1,271
-65% -$81.8K 0.01% 271
2021
Q2 		$118K Sell
1,962
-563
-22% -$36K 0.03% 139
2021
Q1 		$156K Buy
2,525
+2,025
+405% +$121K 0.05% 116
2020
Q4 		$31K Buy
+500
New +$30.1K 0.01% 300
2020
Q1 		– Sell
-204
Closed -$13K – 686
2019
Q4 		$13K Buy
+204
New +$12.6K ﹤0.01% 370
2017
Q2 		– Sell
-500
Closed -$25K – 363
2017
Q1 		$25K Hold
500
– – 0.01% 197
2016
Q4 		$25K Buy
+500
New +$24.6K 0.02% 181

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simon Quick Advisors's SO Position: Q1 2026 in Review

Simon Quick Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,867 shares — an estimated $250K sold.

Simon Quick Advisors first reported a position in SO in Q4 2016 and held it in 17 quarters. The position peaked at $614K in Q1 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Simon Quick Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 2,867 Southern Company shares in Q1 2026, an estimated $250K.
  • Simon Quick Advisors first reported a position in Southern Company in Q4 2016 and held it in 17 quarters.
  • Simon Quick Advisors's Southern Company position peaked at $614K in Q1 2025.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.