Stiles Financial Services’s Southern Company SO Stock Holding History

Stiles 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	$1.54M	Buy	15,911 +244	+2%	+$22.6K	0.47%	60
2025 Q4	$1.37M	Buy	15,667 +442	+3%	+$40.4K	0.42%	64
2025 Q3	$1.44M	Buy	15,225 +1,404	+10%	+$131K	0.46%	69
2025 Q2	$1.27M	Buy	13,821 +1,038	+8%	+$93.2K	0.44%	70
2025 Q1	$1.18M	Buy	12,783 +85	+0.7%	+$7.36K	0.45%	69
2024 Q4	$1.05M	Buy	12,698 +1,371	+12%	+$120K	0.38%	78
2024 Q3	$1.02M	Buy	11,327 +1,218	+12%	+$104K	0.36%	80
2024 Q2	$784K	Buy	10,109 +494	+5%	+$37.4K	0.3%	82
2024 Q1	$690K	Buy	9,615 +2,408	+33%	+$166K	0.28%	88
2023 Q4	$505K	Buy	7,207 +1,411	+24%	+$96.9K	0.23%	103
2023 Q3	$375K	Buy	5,796 +1,362	+31%	+$94.5K	0.19%	116
2023 Q2	$311K	Sell	4,434 -143	-3%	-$10.3K	0.15%	135
2023 Q1	$318K	Buy	4,577 +41	+0.9%	+$2.76K	0.17%	134
2022 Q4	$324K	Buy	4,536 +468	+12%	+$31.3K	0.19%	126
2022 Q3	$277K	Buy	4,068 +131	+3%	+$9.92K	0.17%	132
2022 Q2	$281K	Buy	3,937 +33	+0.8%	+$2.42K	0.17%	134
2022 Q1	$283K	Buy	3,904 +36	+0.9%	+$2.44K	0.14%	137
2021 Q4	$265K	Buy	+3,868	New	+$247K	0.13%	150

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

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

Stiles Financial Services increased its Southern Company (SO) stake by 1.6% in Q1 2026, buying an estimated $22.6K and bringing the position to 15,911 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #60.

Stiles Financial Services first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Stiles Financial Services held 15,911 shares of Southern Company worth $1.54M as of Q1 2026.
Stiles Financial Services bought 244 Southern Company shares in Q1 2026, an estimated $22.6K.
Southern Company made up 0.47% of Stiles Financial Services's portfolio in Q1 2026, its #60 holding.
Stiles Financial Services first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.