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Transcend Capital Advisors’s Southern Company SO Stock Holding History

Transcend Capital 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 		$557K Buy
5,772
+2,206
+62% +$204K 0.04% 355
2025
Q4 		$311K Sell
3,566
-1,667
-32% -$152K 0.02% 515
2025
Q3 		$496K Buy
5,233
+796
+18% +$74.3K 0.03% 375
2025
Q2 		$407K Sell
4,437
-108
-2% -$9.7K 0.03% 370
2025
Q1 		$418K Buy
4,545
+521
+13% +$45.1K 0.03% 397
2024
Q4 		$331K Sell
4,024
-428
-10% -$37.5K 0.02% 420
2024
Q3 		$402K Sell
4,452
-250
-5% -$21.4K 0.03% 426
2024
Q2 		$365K Buy
4,702
+34
+0.7% +$2.58K 0.03% 428
2024
Q1 		$335K Buy
4,668
+554
+13% +$38.2K 0.03% 393
2023
Q4 		$288K Buy
4,114
+276
+7% +$19K 0.03% 403
2023
Q3 		$248K Buy
3,838
+39
+1% +$2.71K 0.02% 409
2023
Q2 		$267K Buy
3,799
+171
+5% +$12.3K 0.03% 394
2023
Q1 		$252K Sell
3,628
-29
-0.8% -$1.95K 0.03% 396
2022
Q4 		$261K Buy
3,657
+264
+8% +$17.7K 0.03% 391
2022
Q3 		$231K Sell
3,393
-5,290
-61% -$401K 0.03% 413
2022
Q2 		$619K Sell
8,683
-354
-4% -$26K 0.06% 269
2022
Q1 		$655K Buy
9,037
+13
+0.1% +$880 0.06% 282
2021
Q4 		$619K Buy
9,024
+293
+3% +$18.7K 0.05% 277
2021
Q3 		$552K Buy
8,731
+203
+2% +$13.1K 0.05% 283
2021
Q2 		$519K Buy
8,528
+907
+12% +$58K 0.07% 203
2021
Q1 		$470K Sell
7,621
-106
-1% -$6.35K 0.06% 254
2020
Q4 		$475K Buy
7,727
+1,377
+22% +$82.8K 0.06% 241
2020
Q3 		$344K Buy
+6,350
New +$339K 0.06% 201

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

Transcend Capital Advisors's SO Position: Q1 2026 in Review

Transcend Capital Advisors increased its Southern Company (SO) stake by 62% in Q1 2026, buying an estimated $204K and bringing the position to 5,772 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #355.

Transcend Capital Advisors first reported a position in SO in Q3 2020 and has held it in 23 quarters since. The position peaked at $655K in Q1 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Transcend Capital Advisors held 5,772 shares of Southern Company worth $557K as of Q1 2026.
  • Transcend Capital Advisors bought 2,206 Southern Company shares in Q1 2026, an estimated $204K.
  • Southern Company made up 0.04% of Transcend Capital Advisors's portfolio in Q1 2026, its #355 holding.
  • Transcend Capital Advisors first reported a position in Southern Company in Q3 2020 and has held it in 23 quarters since.
  • Transcend Capital Advisors's Southern Company position peaked at $655K in Q1 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.