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Sowell Financial Services’s Southern Company SO Stock Holding History

Sowell Financial Services’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 		$2.32M Buy
24,029
+1,961
+9% +$181K 0.09% 252
2025
Q4 		$1.92M Buy
22,068
+126
+0.6% +$11.5K 0.07% 288
2025
Q3 		$2.08M Sell
21,942
-206
-0.9% -$19.2K 0.08% 263
2025
Q2 		$2.03M Sell
22,148
-99
-0.4% -$8.89K 0.08% 261
2025
Q1 		$2.05M Sell
22,247
-7,962
-26% -$689K 0.09% 231
2024
Q4 		$2.49M Buy
30,209
+4,015
+15% +$352K 0.13% 173
2024
Q3 		$2.36M Sell
26,194
-2,429
-8% -$207K 0.11% 212
2024
Q2 		$2.22M Sell
28,623
-965
-3% -$73.1K 0.11% 197
2024
Q1 		$2.12M Sell
29,588
-2,637
-8% -$182K 0.1% 223
2023
Q4 		$2.26M Buy
32,225
+2,611
+9% +$179K 0.12% 185
2023
Q3 		$1.92M Sell
29,614
-3,974
-12% -$276K 0.12% 194
2023
Q2 		$2.36M Buy
33,588
+5,864
+21% +$421K 0.13% 179
2023
Q1 		$1.93M Sell
27,724
-2,396
-8% -$161K 0.15% 160
2022
Q4 		$2.15M Buy
30,120
+279
+0.9% +$18.7K 0.14% 174
2022
Q3 		$2.03M Buy
29,841
+4,597
+18% +$348K 0.2% 135
2022
Q2 		$1.8M Buy
25,244
+12,032
+91% +$883K 0.17% 117
2022
Q1 		$969K Sell
13,212
-15,501
-54% -$1.05M 0.17% 93
2021
Q4 		$1.97M Sell
28,713
-2,257
-7% -$144K 0.11% 195
2021
Q3 		$1.92M Sell
30,970
-925
-3% -$59.6K 0.13% 184
2021
Q2 		$1.93M Sell
31,895
-13,151
-29% -$841K 0.13% 194
2021
Q1 		$2.98M Buy
45,046
+5,919
+15% +$354K 0.1% 186
2020
Q4 		$2.4M Buy
39,127
+2,539
+7% +$153K 0.1% 179
2020
Q3 		$1.98M Sell
36,588
-1,985
-5% -$106K 0.1% 183
2020
Q2 		$2M Buy
38,573
+231
+0.6% +$12.8K 0.11% 174
2020
Q1 		$2.08M Sell
38,342
-8,132
-17% -$515K 0.15% 151
2019
Q4 		$2.96M Buy
46,474
+1,588
+4% +$98.4K 0.23% 96
2019
Q3 		$2.77M Buy
+44,886
New +$2.6M 0.23% 95
2019
Q1 		$1.84M Buy
35,681
+1,848
+5% +$90.6K 0.21% 112
2018
Q4 		$1.49M Buy
33,833
+358
+1% +$16.3K 0.21% 105
2018
Q3 		$1.46M Buy
+33,475
New +$1.54M 0.21% 87

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

Sowell Financial Services's SO Position: Q1 2026 in Review

Sowell Financial Services increased its Southern Company (SO) stake by 8.9% in Q1 2026, buying an estimated $181K and bringing the position to 24,029 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #252.

Sowell Financial Services first reported a position in SO in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.98M in Q1 2021. 2,343 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sowell Financial Services held 24,029 shares of Southern Company worth $2.32M as of Q1 2026.
  • Sowell Financial Services bought 1,961 Southern Company shares in Q1 2026, an estimated $181K.
  • Southern Company made up 0.09% of Sowell Financial Services's portfolio in Q1 2026, its #252 holding.
  • Sowell Financial Services first reported a position in Southern Company in Q3 2018 and has held it in 30 quarters since.
  • Sowell Financial Services's Southern Company position peaked at $2.98M in Q1 2021.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.