TFC Financial Management’s Southern Company SO Stock Holding History

TFC Financial Management’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	$29.7K	Sell	308 -110	-26%	-$10.2K	﹤0.01%	317
2025 Q4	$36.4K	Hold	418	–	–	﹤0.01%	295
2025 Q3	$39.6K	Hold	418	–	–	0.01%	292
2025 Q2	$38.4K	Sell	418 -1,690	-80%	-$152K	0.01%	285
2025 Q1	$194K	Hold	2,108	–	–	0.03%	120
2024 Q4	$174K	Buy	2,108 +110	+6%	+$9.65K	0.03%	137
2024 Q3	$180K	Hold	1,998	–	–	0.03%	133
2024 Q2	$155K	Buy	1,998 +10	+0.5%	+$758	0.03%	139
2024 Q1	$143K	Buy	1,988 +5	+0.3%	+$345	0.03%	149
2023 Q4	$139K	Sell	1,983 -35	-2%	-$2.4K	0.03%	147
2023 Q3	$131K	Buy	2,018 +5	+0.2%	+$347	0.03%	144
2023 Q2	$141K	Buy	2,013 +261	+15%	+$18.7K	0.03%	138
2023 Q1	$122K	Buy	1,752 +30	+2%	+$2.02K	0.03%	146
2022 Q4	$123K	Sell	1,722 -1,000	-37%	-$66.9K	0.04%	136
2022 Q3	$185K	Buy	2,722 +1,000	+58%	+$75.8K	0.06%	92
2022 Q2	$123K	Hold	1,722	–	–	0.04%	131
2022 Q1	$125K	Hold	1,722	–	–	0.04%	142
2021 Q4	$118K	Hold	1,722	–	–	0.04%	150
2021 Q3	$107K	Hold	1,722	–	–	0.04%	155
2021 Q2	$104K	Hold	1,722	–	–	0.04%	150
2021 Q1	$107K	Hold	1,722	–	–	0.04%	139
2020 Q4	$106K	Hold	1,722	–	–	0.04%	139
2020 Q3	$93K	Buy	+1,722	New	+$92K	0.05%	128

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

TFC Financial Management's SO Position: Q1 2026 in Review

TFC Financial Management reduced its Southern Company (SO) stake by 26% in Q1 2026, selling an estimated $10.2K and leaving 308 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

TFC Financial Management first reported a position in SO in Q3 2020 and has held it in 23 quarters since. The position peaked at $194K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

TFC Financial Management held 308 shares of Southern Company worth $29.7K as of Q1 2026.
TFC Financial Management sold 110 Southern Company shares in Q1 2026, an estimated $10.2K.
Southern Company made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #317 holding.
TFC Financial Management first reported a position in Southern Company in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Southern Company position peaked at $194K in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.