Stone House Investment Management’s Southern Company SO Stock Holding History

Stone House Investment Management’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	$106K	Sell	1,101 -6	-0.5%	-$555	0.02%	117
2025 Q4	$96.5K	Buy	1,107 +4	+0.4%	+$365	0.02%	120
2025 Q3	$105K	Buy	1,103 +6	+0.5%	+$560	0.02%	110
2025 Q2	$101K	Hold	1,097	–	–	0.02%	106
2025 Q1	$101K	Buy	+1,097	New	+$95K	0.02%	94
2024 Q4	–	Sell	-1,147	Closed	-$103K	–	300
2024 Q3	$103K	Buy	1,147 +30	+3%	+$2.56K	0.02%	78
2024 Q2	$86.6K	Buy	1,117 +20	+2%	+$1.52K	0.02%	85
2024 Q1	$78.7K	Hold	1,097	–	–	0.02%	94
2023 Q4	$76.9K	Hold	1,097	–	–	0.03%	71
2023 Q3	$71K	Hold	1,097	–	–	0.02%	68
2023 Q2	$77.1K	Hold	1,097	–	–	0.03%	68
2023 Q1	$76.3K	Buy	+1,097	New	+$73.9K	0.03%	73

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

Stone House Investment Management's SO Position: Q1 2026 in Review

Stone House Investment Management reduced its Southern Company (SO) stake by 0.54% in Q1 2026, selling an estimated $555 and leaving 1,101 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #117.

Stone House Investment Management first reported a position in SO in Q1 2023 and has held it in 12 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Stone House Investment Management held 1,101 shares of Southern Company worth $106K as of Q1 2026.
Stone House Investment Management sold 6 Southern Company shares in Q1 2026, an estimated $555.
Southern Company made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #117 holding.
Stone House Investment Management first reported a position in Southern Company in Q1 2023 and has held it in 12 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.