Tiemann Investment Advisors’s Southern Company SO Stock Holding History

Tiemann Investment 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	$225K	Buy	2,326 +246	+12%	+$22.8K	0.09%	176
2025 Q4	$181K	Sell	2,080 -500	-19%	-$45.6K	0.07%	204
2025 Q3	$245K	Hold	2,580	–	–	0.09%	171
2025 Q2	$237K	Buy	2,580 +285	+12%	+$25.6K	0.1%	168
2025 Q1	$211K	Buy	+2,295	New	+$199K	0.1%	178
2017 Q1	–	Sell	-3,904	Closed	-$192K	–	165
2016 Q4	$192K	Sell	3,904 -475	-11%	-$23.3K	0.19%	153
2016 Q3	$225K	Hold	4,379	–	–	0.21%	148
2016 Q2	$235K	Buy	+4,379	New	+$220K	0.22%	139

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

Tiemann Investment Advisors's SO Position: Q1 2026 in Review

Tiemann Investment Advisors increased its Southern Company (SO) stake by 12% in Q1 2026, buying an estimated $22.8K and bringing the position to 2,326 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #176.

Tiemann Investment Advisors first reported a position in SO in Q2 2016 and has held it in 8 quarters since. The position peaked at $245K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Tiemann Investment Advisors held 2,326 shares of Southern Company worth $225K as of Q1 2026.
Tiemann Investment Advisors bought 246 Southern Company shares in Q1 2026, an estimated $22.8K.
Southern Company made up 0.09% of Tiemann Investment Advisors's portfolio in Q1 2026, its #176 holding.
Tiemann Investment Advisors first reported a position in Southern Company in Q2 2016 and has held it in 8 quarters since.
Tiemann Investment Advisors's Southern Company position peaked at $245K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.