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Sovran Advisors’s Southern Company SO Stock Holding History

Sovran 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 		$352K Sell
3,643
-726
-17% -$67.2K 0.03% 427
2025
Q4 		$388K Buy
4,369
+156
+4% +$14.2K 0.03% 403
2025
Q3 		$401K Buy
4,213
+442
+12% +$41.3K 0.04% 379
2025
Q2 		$344K Sell
3,771
-388
-9% -$34.8K 0.04% 379
2025
Q1 		$382K Buy
4,159
+440
+12% +$38.1K 0.05% 332
2024
Q4 		$305K Buy
+3,719
New +$326K 0.04% 334

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

Sovran Advisors's SO Position: Q1 2026 in Review

Sovran Advisors reduced its Southern Company (SO) stake by 17% in Q1 2026, selling an estimated $67.2K and leaving 3,643 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #427.

Sovran Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $401K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sovran Advisors held 3,643 shares of Southern Company worth $352K as of Q1 2026.
  • Sovran Advisors sold 726 Southern Company shares in Q1 2026, an estimated $67.2K.
  • Southern Company made up 0.03% of Sovran Advisors's portfolio in Q1 2026, its #427 holding.
  • Sovran Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Sovran Advisors's Southern Company position peaked at $401K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.