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Tudor Financial’s Southern Company SO Stock Holding History

Tudor Financial’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 		$222K Buy
2,301
+1
+0% +$93 0.11% 131
2025
Q4 		$201K Hold
2,300
– – 0.1% 140
2025
Q3 		$218K Buy
2,300
+1
+0% +$93 0.12% 134
2025
Q2 		$211K Buy
2,299
+100
+5% +$8.98K 0.12% 133
2025
Q1 		$202K Buy
+2,199
New +$190K 0.12% 134

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

Tudor Financial's SO Position: Q1 2026 in Review

Tudor Financial increased its Southern Company (SO) stake by 0.04% in Q1 2026, buying an estimated $93 and bringing the position to 2,301 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #131.

Tudor Financial first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Tudor Financial held 2,301 shares of Southern Company worth $222K as of Q1 2026.
  • Tudor Financial bought 1 Southern Company share in Q1 2026, an estimated $93.
  • Southern Company made up 0.11% of Tudor Financial's portfolio in Q1 2026, its #131 holding.
  • Tudor Financial first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.