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Strategic Financial Services’s Southern Company SO Stock Holding History

Strategic 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 		$267K Buy
2,768
+113
+4% +$10.5K 0.01% 130
2025
Q4 		$239K Sell
2,655
-39
-1% -$3.56K 0.01% 131
2025
Q3 		$255K Buy
2,694
+5
+0.2% +$467 0.01% 123
2025
Q2 		$247K Hold
2,689
– – 0.01% 126
2025
Q1 		$247K Hold
2,689
– – 0.01% 121
2024
Q4 		$221K Sell
2,689
-150
-5% -$13.2K 0.01% 127
2024
Q3 		$256K Hold
2,839
– – 0.02% 122
2024
Q2 		$220K Buy
+2,839
New +$215K 0.01% 123

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 Financial Services's SO Position: Q1 2026 in Review

Strategic Financial Services increased its Southern Company (SO) stake by 4.3% in Q1 2026, buying an estimated $10.5K and bringing the position to 2,768 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #130.

Strategic Financial Services first reported a position in SO in Q2 2024 and has held it in 8 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Strategic Financial Services held 2,768 shares of Southern Company worth $267K as of Q1 2026.
  • Strategic Financial Services bought 113 Southern Company shares in Q1 2026, an estimated $10.5K.
  • Southern Company made up 0.01% of Strategic Financial Services's portfolio in Q1 2026, its #130 holding.
  • Strategic Financial Services first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.