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Sovereign Financial Group’s Southern Company SO Stock Holding History

Sovereign Financial Group’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 		$3.31M Sell
34,294
-1,269
-4% -$117K 0.58% 27
2025
Q4 		$3.1M Buy
35,563
+37
+0.1% +$3.38K 0.53% 28
2025
Q3 		$3.37M Sell
35,526
-970
-3% -$90.6K 0.63% 26
2025
Q2 		$3.35M Sell
36,496
-569
-2% -$51.1K 0.69% 26
2025
Q1 		$3.41M Sell
37,065
-2,307
-6% -$200K 0.78% 26
2024
Q4 		$3.24M Sell
39,372
-540
-1% -$47.4K 0.74% 27
2024
Q3 		$3.6M Sell
39,912
-802
-2% -$68.5K 0.84% 25
2024
Q2 		$3.16M Sell
40,714
-502
-1% -$38K 0.79% 24
2024
Q1 		$2.96M Buy
41,216
+2,473
+6% +$171K 0.78% 26
2023
Q4 		$2.72M Sell
38,743
-635
-2% -$43.6K 0.83% 24
2023
Q3 		$2.55M Sell
39,378
-1,291
-3% -$89.6K 0.91% 23
2023
Q2 		$2.86M Sell
40,669
-1,542
-4% -$111K 0.93% 25
2023
Q1 		$2.94M Buy
42,211
+168
+0.4% +$11.3K 1.09% 20
2022
Q4 		$3M Buy
42,043
+1,168
+3% +$78.1K 1.18% 18
2022
Q3 		$2.78M Buy
40,875
+109
+0.3% +$8.26K 1.13% 21
2022
Q2 		$2.91M Buy
40,766
+142
+0.3% +$10.4K 1.15% 20
2022
Q1 		$2.95M Buy
40,624
+2
+0% +$135 1.09% 19
2021
Q4 		$2.79M Buy
40,622
+458
+1% +$29.2K 1.12% 17
2021
Q3 		$2.49M Sell
40,164
-1,168
-3% -$75.2K 1.43% 14
2021
Q2 		$2.57M Hold
41,332
– – 1.56% 14
2021
Q1 		$2.57M Buy
41,332
+1,030
+3% +$61.7K 1.61% 13
2020
Q4 		$2.48M Buy
+40,302
New +$2.42M 1.78% 13

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

Sovereign Financial Group's SO Position: Q1 2026 in Review

Sovereign Financial Group reduced its Southern Company (SO) stake by 3.6% in Q1 2026, selling an estimated $117K and leaving 34,294 shares worth $3.31M. The position accounts for 0.58% of the portfolio, ranked #27.

Sovereign Financial Group first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.6M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sovereign Financial Group held 34,294 shares of Southern Company worth $3.31M as of Q1 2026.
  • Sovereign Financial Group sold 1,269 Southern Company shares in Q1 2026, an estimated $117K.
  • Southern Company made up 0.58% of Sovereign Financial Group's portfolio in Q1 2026, its #27 holding.
  • Sovereign Financial Group first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Sovereign Financial Group's Southern Company position peaked at $3.6M in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.