Strengthening Families & Communities LLC’s Southern Company SO Stock Holding History

Strengthening Families & Communities LLC’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	$14.6K	Buy	+151	New	+$14K	﹤0.01%	312
2025 Q4	–	Sell	-17	Closed	-$1.62K	–	695
2025 Q3	$1.62K	Buy	+17	New	+$1.59K	﹤0.01%	514
2024 Q4	–	Sell	-13	Closed	-$1.17K	–	531
2024 Q3	$1.17K	Hold	13	–	–	﹤0.01%	472
2024 Q2	$1K	Buy	+13	New	+$985	﹤0.01%	577

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

Strengthening Families & Communities LLC's SO Position: Q1 2026 in Review

Strengthening Families & Communities LLC opened a new position in Southern Company (SO) in Q1 2026: 151 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in SO as recently as Q3 2025.

Strengthening Families & Communities LLC first reported a position in SO in Q2 2024 and has held it in 4 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Strengthening Families & Communities LLC held 151 shares of Southern Company worth $14.6K as of Q1 2026.
Southern Company was a new Strengthening Families & Communities LLC position in Q1 2026.
Southern Company made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #312 holding.
Strengthening Families & Communities LLC first reported a position in Southern Company in Q2 2024 and has held it in 4 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.