Tennessee Valley Asset Management Partners’s Southern Company SO Stock Holding History

Tennessee Valley Asset Management Partners’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	$288K	Buy	2,983 +574	+24%	+$53.1K	0.04%	160
2025 Q4	$210K	Sell	2,409 -1,684	-41%	-$154K	0.03%	173
2025 Q3	$388K	Buy	+4,093	New	+$382K	0.05%	126
2025 Q2	–	Sell	-3,785	Closed	-$348K	–	156
2025 Q1	$348K	Buy	+3,785	New	+$328K	0.06%	124
2024 Q4	–	Sell	-3,425	Closed	-$312K	–	163
2024 Q3	$312K	Buy	+3,425	New	+$293K	0.05%	129
2024 Q1	–	Sell	-2,486	Closed	-$174K	–	650
2023 Q4	$174K	Buy	+2,486	New	+$171K	0.02%	131

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

Tennessee Valley Asset Management Partners's SO Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its Southern Company (SO) stake by 24% in Q1 2026, buying an estimated $53.1K and bringing the position to 2,983 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #160.

Tennessee Valley Asset Management Partners first reported a position in SO in Q4 2023 and has held it in 6 quarters since. The position peaked at $388K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Tennessee Valley Asset Management Partners held 2,983 shares of Southern Company worth $288K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 574 Southern Company shares in Q1 2026, an estimated $53.1K.
Southern Company made up 0.04% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #160 holding.
Tennessee Valley Asset Management Partners first reported a position in Southern Company in Q4 2023 and has held it in 6 quarters since.
Tennessee Valley Asset Management Partners's Southern Company position peaked at $388K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.