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Strategic Advisors’s Southern Company SO Stock Holding History

Strategic 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 		$275K Sell
2,851
-120
-4% -$11.1K 0.05% 166
2025
Q4 		$259K Buy
2,971
+147
+5% +$13.4K 0.04% 164
2025
Q3 		$268K Buy
2,824
+2
+0.1% +$187 0.04% 164
2025
Q2 		$259K Sell
2,822
-121
-4% -$10.9K 0.05% 150
2025
Q1 		$271K Sell
2,943
-1,573
-35% -$136K 0.05% 163
2024
Q4 		$372K Buy
4,516
+855
+23% +$75K 0.07% 153
2024
Q3 		$330K Hold
3,661
– – 0.06% 169
2024
Q2 		$284K Hold
3,661
– – 0.06% 173
2024
Q1 		$263K Hold
3,661
– – 0.05% 177
2023
Q4 		$257K Buy
3,661
+1
+0% +$69 0.05% 177
2023
Q3 		$237K Sell
3,660
-94
-3% -$6.52K 0.05% 179
2023
Q2 		$264K Hold
3,754
– – 0.05% 169
2023
Q1 		$261K Buy
3,754
+1
+0% +$67 0.05% 176
2022
Q4 		$268K Buy
3,753
+220
+6% +$14.7K 0.06% 165
2022
Q3 		$240K Buy
3,533
+1
+0% +$76 0.05% 166
2022
Q2 		$251K Sell
3,532
-492
-12% -$36.1K 0.05% 163
2022
Q1 		$291K Buy
4,024
+1
+0% +$68 0.05% 163
2021
Q4 		$275K Buy
4,023
+1
+0% +$64 0.04% 169
2021
Q3 		$249K Sell
4,022
-211
-5% -$13.6K 0.05% 165
2021
Q2 		$256K Hold
4,233
– – 0.07% 148
2021
Q1 		$263K Sell
4,233
-2,606
-38% -$156K 0.08% 138
2020
Q4 		$418K Sell
6,839
-827
-11% -$49.7K 0.12% 112
2020
Q3 		$438K Buy
7,666
+1,355
+21% +$72.4K 0.15% 105
2020
Q2 		$352K Buy
6,311
+1,031
+20% +$57.3K 0.13% 107
2020
Q1 		$307K Sell
5,280
-634
-11% -$40.2K 0.13% 113
2019
Q4 		$377K Sell
5,914
-83
-1% -$5.14K 0.13% 127
2019
Q3 		$370K Buy
5,997
+153
+3% +$8.87K 0.14% 127
2019
Q2 		$323K Buy
5,844
+37
+0.6% +$1.98K 0.12% 131
2019
Q1 		$300K Buy
5,807
+91
+2% +$4.46K 0.12% 135
2018
Q4 		$251K Sell
5,716
-11
-0.2% -$500 0.11% 135
2018
Q3 		$250K Buy
5,727
+47
+0.8% +$2.17K 0.09% 140
2018
Q2 		$263K Sell
5,680
-401
-7% -$17.9K 0.11% 127
2018
Q1 		$272K Sell
6,081
-1,069
-15% -$47.5K 0.11% 120
2017
Q4 		$344K Buy
7,150
+259
+4% +$13.2K 0.14% 113
2017
Q3 		$339K Buy
6,891
+49
+0.7% +$2.38K 0.15% 122
2017
Q2 		$328K Buy
6,842
+47
+0.7% +$2.36K 0.15% 120
2017
Q1 		$338K Sell
6,795
-1,133
-14% -$56K 0.16% 112
2016
Q4 		$390K Buy
7,928
+465
+6% +$22.8K 0.2% 96
2016
Q3 		$383K Sell
7,463
-467
-6% -$24.6K 0.21% 101
2016
Q2 		$425K Buy
7,930
+58
+0.7% +$2.92K 0.25% 95
2016
Q1 		$407K Buy
7,872
+2,656
+51% +$129K 0.23% 101
2015
Q4 		$244K Buy
+5,216
New +$236K 0.16% 107
2015
Q2 		– Sell
-26,907
Closed -$1.22M – 138
2015
Q1 		$1.22M Sell
26,907
-10,502
-28% -$499K 0.78% 43
2014
Q4 		$1.84M Buy
37,409
+10,199
+37% +$482K 1.2% 24
2014
Q3 		$1.19M Buy
27,210
+303
+1% +$13.3K 0.78% 41
2014
Q2 		$1.22M Buy
26,907
+96
+0.4% +$4.25K 0.78% 43
2014
Q1 		$1.18M Buy
26,811
+305
+1% +$12.8K 0.79% 44
2013
Q4 		$1.09M Buy
26,506
+109
+0.4% +$4.5K 0.74% 51
2013
Q3 		$1.09M Buy
26,397
+9,847
+59% +$424K 0.89% 37
2013
Q2 		$725K Buy
+16,550
New +$761K 0.65% 53

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

Strategic Advisors's SO Position: Q1 2026 in Review

Strategic Advisors reduced its Southern Company (SO) stake by 4% in Q1 2026, selling an estimated $11.1K and leaving 2,851 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #166.

Strategic Advisors first reported a position in SO in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.84M in Q4 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Strategic Advisors held 2,851 shares of Southern Company worth $275K as of Q1 2026.
  • Strategic Advisors sold 120 Southern Company shares in Q1 2026, an estimated $11.1K.
  • Southern Company made up 0.05% of Strategic Advisors's portfolio in Q1 2026, its #166 holding.
  • Strategic Advisors first reported a position in Southern Company in Q2 2013 and has held it in 50 quarters since.
  • Strategic Advisors's Southern Company position peaked at $1.84M in Q4 2014.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.