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Unified Investment Management’s Southern Company SO Stock Holding History

Unified Investment 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 		$257K Buy
2,662
+1
+0% +$93 0.26% 112
2025
Q4 		$232K Buy
2,661
+2
+0.1% +$183 0.23% 120
2025
Q3 		$252K Buy
2,659
+1
+0% +$93 0.25% 111
2025
Q2 		$244K Buy
2,658
+2
+0.1% +$180 0.26% 107
2025
Q1 		$244K Buy
2,656
+1
+0% +$87 0.29% 102
2024
Q4 		$219K Buy
+2,655
New +$233K 0.25% 104

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

Unified Investment Management's SO Position: Q1 2026 in Review

Unified Investment Management increased its Southern Company (SO) stake by 0.04% in Q1 2026, buying an estimated $93 and bringing the position to 2,662 shares worth $257K. The position accounts for 0.26% of the portfolio, ranked #112.

Unified Investment Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Unified Investment Management held 2,662 shares of Southern Company worth $257K as of Q1 2026.
  • Unified Investment Management bought 1 Southern Company share in Q1 2026, an estimated $93.
  • Southern Company made up 0.26% of Unified Investment Management's portfolio in Q1 2026, its #112 holding.
  • Unified Investment Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.