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Strathmore Capital Advisors’s Southern Company SO Stock Holding History

Strathmore Capital 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 Buy
2,945
+128
+5% +$11.8K 0.08% 118
2025
Q4 		$246K Sell
2,817
-56
-2% -$5.11K 0.08% 107
2025
Q3 		$272K Sell
2,873
-382
-12% -$35.7K 0.11% 95
2025
Q2 		$299K Buy
+3,255
New +$292K 0.13% 91
2024
Q4 		$279K Buy
+3,386
New +$297K 0.2% 32

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

Strathmore Capital Advisors's SO Position: Q1 2026 in Review

Strathmore Capital Advisors increased its Southern Company (SO) stake by 4.5% in Q1 2026, buying an estimated $11.8K and bringing the position to 2,945 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #118.

Strathmore Capital Advisors first reported a position in SO in Q4 2024 and has held it in 5 quarters since. The position peaked at $299K in Q2 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Strathmore Capital Advisors held 2,945 shares of Southern Company worth $275K as of Q1 2026.
  • Strathmore Capital Advisors bought 128 Southern Company shares in Q1 2026, an estimated $11.8K.
  • Southern Company made up 0.08% of Strathmore Capital Advisors's portfolio in Q1 2026, its #118 holding.
  • Strathmore Capital Advisors first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
  • Strathmore Capital Advisors's Southern Company position peaked at $299K in Q2 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Strathmore Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.