Smartleaf Asset Management’s Southern Company SO Stock Holding History

Smartleaf Asset Management’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	$3.76M	Buy	38,791 +2,513	+7%	+$232K	0.14%	135
2025 Q4	$3.18M	Buy	36,278 +7,258	+25%	+$663K	0.12%	153
2025 Q3	$2.73M	Buy	29,020 +5,380	+23%	+$502K	0.17%	128
2025 Q2	$2.15M	Sell	23,640 -2,074	-8%	-$186K	0.19%	106
2025 Q1	$2.34M	Buy	25,714 +3,163	+14%	+$274K	0.23%	95
2024 Q4	$1.86M	Buy	22,551 +5,210	+30%	+$457K	0.19%	121
2024 Q3	$1.56M	Buy	17,341 +3,296	+23%	+$282K	0.19%	123
2024 Q2	$1.1M	Buy	14,045 +1,699	+14%	+$129K	0.18%	132
2024 Q1	$877K	Buy	12,346 +3,223	+35%	+$222K	0.17%	146
2023 Q4	$612K	Buy	+9,123	New	+$626K	0.16%	134

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

Smartleaf Asset Management's SO Position: Q1 2026 in Review

Smartleaf Asset Management increased its Southern Company (SO) stake by 6.9% in Q1 2026, buying an estimated $232K and bringing the position to 38,791 shares worth $3.76M. The position accounts for 0.14% of the portfolio, ranked #135.

Smartleaf Asset Management first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Smartleaf Asset Management held 38,791 shares of Southern Company worth $3.76M as of Q1 2026.
Smartleaf Asset Management bought 2,513 Southern Company shares in Q1 2026, an estimated $232K.
Southern Company made up 0.14% of Smartleaf Asset Management's portfolio in Q1 2026, its #135 holding.
Smartleaf Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.