TFS
SO icon

Thoroughbred Financial Services’s Southern Company SO Stock Holding History

Thoroughbred 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 		$584K Sell
6,052
-4
-0.1% -$370 0.03% 360
2025
Q4 		$528K Sell
6,056
-299
-5% -$27.3K 0.03% 370
2025
Q3 		$602K Buy
6,355
+6
+0.1% +$560 0.04% 352
2025
Q2 		$583K Sell
6,349
-3,903
-38% -$351K 0.04% 347
2025
Q1 		$942K Buy
10,252
+84
+0.8% +$7.27K 0.06% 303
2024
Q4 		$837K Buy
10,168
+61
+0.6% +$5.35K 0.05% 306
2024
Q3 		$911K Sell
10,107
-194
-2% -$16.6K 0.06% 290
2024
Q2 		$799K Buy
10,301
+4,565
+80% +$346K 0.05% 303
2024
Q1 		$411K Sell
5,736
-4,005
-41% -$276K 0.04% 321
2023
Q4 		$683K Sell
9,741
-212
-2% -$14.6K 0.06% 311
2023
Q3 		$644K Buy
9,953
+3,678
+59% +$255K 0.06% 290
2023
Q2 		$440K Sell
6,275
-101
-2% -$7.24K 0.06% 264
2023
Q1 		$443K Sell
6,376
-18
-0.3% -$1.21K 0.07% 259
2022
Q4 		$456K Buy
6,394
+104
+2% +$6.95K 0.07% 246
2022
Q3 		$427K Sell
6,290
-100
-2% -$7.58K 0.08% 232
2022
Q2 		$455K Sell
6,390
-586
-8% -$43K 0.08% 227
2022
Q1 		$505K Buy
6,976
+764
+12% +$51.7K 0.08% 214
2021
Q4 		$426K Buy
6,212
+721
+13% +$46K 0.09% 221
2021
Q3 		$340K Buy
5,491
+300
+6% +$19.3K 0.08% 224
2021
Q2 		$314K Buy
5,191
+826
+19% +$52.8K 0.08% 230
2021
Q1 		$271K Sell
4,365
-149
-3% -$8.92K 0.08% 228
2020
Q4 		$277K Buy
+4,514
New +$271K 0.09% 201
2020
Q2 		– Sell
-3,922
Closed -$212K – 249
2020
Q1 		$212K Hold
3,922
– – 0.08% 229
2019
Q4 		$250K Buy
3,922
+150
+4% +$9.29K 0.08% 213
2019
Q3 		$233K Hold
3,772
– – 0.09% 209
2019
Q2 		$209K Buy
+3,772
New +$202K 0.08% 176

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

Thoroughbred Financial Services's SO Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Southern Company (SO) stake by 0.07% in Q1 2026, selling an estimated $370 and leaving 6,052 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #360.

Thoroughbred Financial Services first reported a position in SO in Q2 2019 and has held it in 26 quarters since. The position peaked at $942K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Thoroughbred Financial Services held 6,052 shares of Southern Company worth $584K as of Q1 2026.
  • Thoroughbred Financial Services sold 4 Southern Company shares in Q1 2026, an estimated $370.
  • Southern Company made up 0.03% of Thoroughbred Financial Services's portfolio in Q1 2026, its #360 holding.
  • Thoroughbred Financial Services first reported a position in Southern Company in Q2 2019 and has held it in 26 quarters since.
  • Thoroughbred Financial Services's Southern Company position peaked at $942K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.