SRH Advisors’s Southern Company SO Stock Holding History

SRH 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	$1.22M	Sell	12,592 -20	-0.2%	-$1.85K	0.35%	21
2025 Q4	$1.1M	Buy	12,612 +87	+0.7%	+$7.94K	0.32%	20
2025 Q3	$1.19M	Hold	12,525	–	–	0.35%	20
2025 Q2	$1.15M	Hold	12,525	–	–	0.35%	20
2025 Q1	$1.15M	Hold	12,525	–	–	0.36%	20
2024 Q4	$1.03M	Hold	12,525	–	–	0.31%	22
2024 Q3	$1.13M	Hold	12,525	–	–	0.34%	21
2024 Q2	$972K	Hold	12,525	–	–	0.33%	23
2024 Q1	$899K	Hold	12,525	–	–	0.28%	26
2023 Q4	$878K	Sell	12,525 -60	-0.5%	-$4.12K	0.31%	25
2023 Q3	$815K	Buy	12,585 +60	+0.5%	+$4.16K	0.4%	25
2023 Q2	$871K	Hold	12,525	–	–	0.46%	26
2023 Q1	$871K	Hold	12,525	–	–	0.46%	26
2022 Q4	$894K	Hold	12,525	–	–	0.5%	25
2022 Q3	$852K	Hold	12,525	–	–	1.11%	25
2022 Q2	$893K	Sell	12,525 -200	-2%	-$14.7K	1.1%	23
2022 Q1	$923K	Hold	12,725	–	–	1.02%	28
2021 Q4	$873K	Sell	12,725 -200	-2%	-$12.8K	0.99%	28
2021 Q3	$801K	Hold	12,925	–	–	0.98%	27
2021 Q2	$782K	Buy	12,925 +200	+2%	+$12.8K	0.97%	26
2021 Q1	$791K	Hold	12,725	–	–	1.13%	21
2020 Q4	$782K	Hold	12,725	–	–	1.29%	18
2020 Q3	$690K	Sell	12,725 -1,000	-7%	-$53.4K	1.33%	17
2020 Q2	$712K	Buy	13,725 +600	+5%	+$33.4K	1.77%	15
2020 Q1	$711K	Buy	13,125 +2,000	+18%	+$127K	1.98%	15
2019 Q4	$709K	Hold	11,125	–	–	2.28%	11
2019 Q3	$687K	Hold	11,125	–	–	2.32%	11
2019 Q2	$615K	Sell	11,125 -8,884	-44%	-$476K	2.1%	12
2019 Q1	$1.03M	Hold	20,009	–	–	3.67%	6
2018 Q4	$879K	Hold	20,009	–	–	3.36%	7
2018 Q3	$872K	Buy	20,009 +300	+2%	+$13.8K	2.99%	9
2018 Q2	$913K	Hold	19,709	–	–	3.42%	8
2018 Q1	$880K	Buy	19,709 +600	+3%	+$26.6K	3.49%	8
2017 Q4	$919K	Hold	19,109	–	–	3.63%	8
2017 Q3	$939K	Buy	19,109 +1,150	+6%	+$55.7K	3.98%	6
2017 Q2	$860K	Hold	17,959	–	–	4.1%	6
2017 Q1	$894K	Buy	17,959 +356	+2%	+$17.6K	4.17%	6
2016 Q4	$866K	Hold	17,603	–	–	4.3%	5
2016 Q3	$903K	Buy	17,603 +611	+4%	+$32.2K	4.71%	4
2016 Q2	$911K	Buy	16,992 +84	+0.5%	+$4.22K	4.85%	4
2016 Q1	$875K	Sell	16,908 -510	-3%	-$24.8K	4.82%	4
2015 Q4	$815K	Sell	17,418 -10,450	-37%	-$474K	4.79%	4
2015 Q3	$1.25M	Buy	27,868 +27,750	+23,517%	+$1.22M	7.31%	4
2015 Q2	$5K	Hold	118	–	–	0.03%	141
2015 Q1	$5K	Hold	118	–	–	0.03%	132
2014 Q4	$6K	Hold	118	–	–	0.04%	125
2014 Q3	$5K	Hold	118	–	–	0.04%	127
2014 Q2	$5K	Hold	118	–	–	0.04%	126
2014 Q1	$5K	Hold	118	–	–	0.04%	125
2013 Q4	$5K	Buy	+118	New	+$4.87K	0.05%	126

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

SRH Advisors's SO Position: Q1 2026 in Review

SRH Advisors reduced its Southern Company (SO) stake by 0.16% in Q1 2026, selling an estimated $1.85K and leaving 12,592 shares worth $1.22M. The position accounts for 0.35% of the portfolio, ranked #21.

SRH Advisors first reported a position in SO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.25M in Q3 2015. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

SRH Advisors held 12,592 shares of Southern Company worth $1.22M as of Q1 2026.
SRH Advisors sold 20 Southern Company shares in Q1 2026, an estimated $1.85K.
Southern Company made up 0.35% of SRH Advisors's portfolio in Q1 2026, its #21 holding.
SRH Advisors first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Southern Company position peaked at $1.25M in Q3 2015.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.